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The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
Episodes
Thursday Jun 08, 2023
Thursday Jun 08, 2023
Link to slide deck: https://bit.ly/3oPzIGj -
Today, we look an even odder equity market session yesterday in the US than the prior day's session, as it featured another spike higher in value and small cap indices, while the broader market was mixed and megacap names, and particularly AI names, suffered a steep sell-off. This on a day that saw the VIX posting a new post-pandemic cycle low. In commodities, we focus on gold on the defensive after another central bank, this time the Bank of Canada, surprised hawkish. We also check in on natural gas, discuss diverging forward expectations curves for many central banks, note key stocks to watch, including a sudden jolt lower in Amazon, and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic