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
Thursday Sep 30, 2021
Strong USD makes a loud break higher still.
Thursday Sep 30, 2021
Thursday Sep 30, 2021
Today's slide deck: https://bit.ly/39R84xm -
Today we have a look at bond yields cooling and risk appetite stabilizing and even improving, but with a new injection of energy from the currency market, where a big US dollar breakout is on the loose as key resistance levels gave way and EURUSD pounded down to its lowest levels in well over a year. A strong dollar is a potential new cause for concern if it persists. Elsewhere, we look at real yields rising in sympathy with the latest moves in Treasuries, cratering silver prices as gold hold comparatively firm, possible early signs of a corporate credit wobble, fresh spike in European NatGas prices and now cotton prices spiking and more. Today's pod features Ole Hansen on commodities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic