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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
Tuesday Jan 18, 2022
The cooker pressure is on amid higher oil prices and US interest rates
Tuesday Jan 18, 2022
Tuesday Jan 18, 2022
Today's slide deck: https://bit.ly/328l5lW -
Higher Brent crude above $87/brl and the US 10-year yield firmly pushing above the 1.8% level is taking the energy level up a notch with Nasdaq 100 futures down 2% Market participants are clearly changing their guidance on inflation and a continuing to rotate out of high duration assets and into shorter term duration assets and inflation hedges such as energy assets. In today's podcast Althea go through the different tightening cycle this time compared to the previous one and Ole talks about oil markets, and gold's reaction to higher interest rates. Peter talks about the Q4 earnings season which really heats up next week but with three important earnings this week from ASML (tomorrow), Netflix (Thursday), and Schlumberger (Friday) Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, and Ole S. Hansen on commodities.
Intro and outro music by AShamaluevMusic