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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
Thursday Dec 30, 2021
Thanks for a fantastic 2021! (And some cautious notes on markets in 2022)
Thursday Dec 30, 2021
Thursday Dec 30, 2021
Today's slide deck: https://bit.ly/3eATigF -
Today, a heartfelt thanks to our growing tribe of listeners, who have well over doubled in number this year. In today's final podcast of 2021, we look at the remarkable performance of the US equity market over the last year and the last three years, noting that the this has been the strongest three-year performance in over twenty years and what that says about the likely forward return profile. Also, a look at crude oil, gold, the year in soft commodities, FX perspectives, the macro calendar for the first week of 2022 and more. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic