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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 Mar 15, 2022
The ”everything is falling” market
Tuesday Mar 15, 2022
Tuesday Mar 15, 2022
Today's slide deck: https://bit.ly/3JcoXmj -
Today we look at "everything down" as bonds, stocks and commodities are all generally selling off, a remarkable backdrop as we barrel into tomorrow's FOMC meeting with yields near or at cycle highs along the entire US yield curve. We also discuss crude oil and related products amidst signs of demand destruction, equity sectors that have perhaps yet to absorb the full impact of the war in Ukraine, Volkswagen's results and outlook, Russia heading toward a debt default, currencies and more. Today's pod features 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