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
Friday Feb 24, 2023
The China recovery narrative struggling
Friday Feb 24, 2023
Friday Feb 24, 2023
Link to slide deck: https://bit.ly/3KDjvfJ -
Today we look at the expression of the China recovery narrative in markets continuing to struggle, with the Chinese currency weakening and commodities generally under pressure, with a fresh sell-off in copper overnight that reversed the recent rally. In FX, the Aussie weak on that account, while the JPY is adrift after a damp squib from Ueda's nomination hearings. Elsewhere, we delve into shareholder yield perspective for the US market, European listed companies closing in on the US in earnings margin performance, the still fragile sentiment backdrop on geopolitical concerns. We also look at the week ahead in earnings and macro data. Today's pod features Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
Click here to open an account with Saxo -
Intro and outro music by AShamaluevMusic