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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
Monday Jun 27, 2022
Technically and seasonally pivotal week ahead
Monday Jun 27, 2022
Monday Jun 27, 2022
Slide deck: https://bit.ly/3HV5fvl -
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Today we discuss Friday's huge equity market rally and its likely proximate causes, especially the revision lower of a key US inflation expectations survey. Looking ahead, we consider the importance of the quarterly roll this week after a horrific quarter for equities as of last week's lows that may be driving rebalancing flows. As well, options exposures may be a key driver into quarter end. We also discuss the mounting impact of quantitative tightening in the weeks ahead, the outlook for the Q2 earnings season with a few interesting names reporting out-of-synch earnings this week, the US dollar and the macro calendar ahead as the ECB hosts a three day conference starting today. Today's pod features Peter Garnry on equities, with John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic