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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
Tuesday Oct 26, 2021
Tuesday Oct 26, 2021
Today's slide deck: https://bit.ly/3jCi2rS -
Today we look at Tesla news inspiring an aggravated melt-up in Tesla shares, as the company's market valuation passes $1 trillion and is now so large that it contributed significantly to pulling the major indices higher yesterday as well. Also, we delve into the latest earnings news, especially Facebook's, look at prospects for weakening EU growth and the state of play in the French election, US natural gas prices lurching higher, a look at the Australian dollar ahead of tonight's RBA meeting and more. Today's pod features Peter Garnry on equities, Christopher Dembik on macro, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic