4.6M
Downloads
1112
Episodes
The Saxo strategy team delivers insights and opinions about financial markets three times a week. Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week. Tuesday’s episode will focus on equities both in terms of performance and other relevant developments. Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices. The podcast will feature a wide array of Saxo’s financial experts.
Episodes
Tuesday Sep 13, 2022
Strong bets on weaker inflation seen across markets
Tuesday Sep 13, 2022
Tuesday Sep 13, 2022
Today's slide deck: https://bit.ly/3DsNX8C -
Click here to open an account with Saxo -
Today we discuss the extension of momentum in equities as the market is clearly positioning itself for a weaker than expected US August inflation figure later today. The risk-on sentiment is seen across many markets including the USD which continues to weaken against the EUR which might have got some tailwinds lately from the war success in Ukraine. We also talk about Silver, but more importantly the ongoing European energy crisis that has eased a bit lately with lower energy prices across the board. Finally, we go through stocks to watch with a focus on Ocado's horrible revenue miss and Inditex's earnings tomorrow, ending with a quick rundown of today's macro calendar. Today's pod features Peter Garnry on equities and Ole S. Hansen on commodities.
Intro and outro music by AShamaluevMusic