4.6M
Downloads
1113
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 Mar 25, 2021
That was ugly. Does it get uglier still?
Thursday Mar 25, 2021
Thursday Mar 25, 2021
Today's slide deck: https://bit.ly/39fLtuv -
Yesterday's US equity session saw an ugly, across-the-board sell-off, with the most intense weakness in the most speculative names and the median stock stumbling badly on the day. It's a particularly worrying session as there seemed no proximate cause for the weakness other than recently weak Asian markets and no pattern we can directly link back to rising Covid numbers, an increasingly global phenomenon. Also on the call - a look at weakness in industrial metals, the US dollar's latest surge, a basket of equities linked to the rising battery industry, and more. On today's call were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.