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 Jun 24, 2021
The central bank policy normalization train rolls on
Thursday Jun 24, 2021
Thursday Jun 24, 2021
Today's slide deck: https://bit.ly/3gTHTuu -
Today we look at another central bank hiking rates as the Czech central bank hiked 25 bps and guided hawkish, preview today's Bank of England meeting, which is seen likely to at least echo the Fed's shift at last week's FOMC meeting, and look at treasury market action ahead an important 7-year auction while still fretting whether the Treasury market is a reliable indicator of anything. Also, a look at what is holding back gold, a discussion on what average inflation targeting really means, the "Amazon effect" potential to boost US wages and much more. On today's pod are Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic