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The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
Episodes
Tuesday Oct 04, 2022
Tuesday Oct 04, 2022
Today's slide deck: https://bit.ly/3e7axcT -
Saxo Q4 2022 Quarterly Outlook: Winter is Coming
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Today we look at the market celebrating a weak September US ISM Manufacturing data point taking long US treasury yields lower, with noise from the commentariat suggesting a Fed pivot may be near possibly adding energy to the squeeze on equity market bears yesterday. At the same time we note further hawkish noise from key Fed officials, include Vice Chair Williams. Elsewhere, we look at financial conditions, unusual behaviour in sectors that normally would have performed better yesterday, possibly on Tesla's very bad day. Crude oil, a huge surge in silver, gold pushing on resistance and more also on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic