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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
Monday Feb 21, 2022
The fog of geopolitical tensions
Monday Feb 21, 2022
Monday Feb 21, 2022
Today's slide deck: https://bit.ly/3JEoZ6j -
Today we look at the latest attempt by the market to piece together a rally on the hopes that a Biden-Putin summit is in the works, while wondering what could be discussed that hasn't already been in any new talks and generally bemoaning the scale of noise in the current situation over Ukraine relative to the signal. Elsewhere, earnings season marches on, but largely winds down this week. We maintain a very defensive stance here as we await further developments, with the Fed even able to surprise on the hawkish side again if it would like to as the market has unwound most of its expectations for a 50-basis point lift-off at the March FOMC meeting.
Intro and outro music by AShamaluevMusic