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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
Friday Jun 04, 2021
Strong US jobs data spooks US bubble stocks, boosts the buck.
Friday Jun 04, 2021
Friday Jun 04, 2021
Today's slide deck: https://bit.ly/2RjDTt0 -
Today, a look at yesterday's weak US equity market session, which saw averages broadly lower, but with bubble stocks including Tesla in for especially heavy damage. Part of the damage may be due to concerns that strong US jobs data will bring forward Fed tightening, with today's official May jobs report and non-farm payrolls change data as the next important test. We also look into a sharp correction in metals, especially copper, the strong UDS reaction to the US data, copper stocks as the green transformation attempt will prove highly copper-intensive, and much more. On today's pod were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic