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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
Thursday Jun 03, 2021
Thursday Jun 03, 2021
Today's slide deck: https://bit.ly/3vHAza9 -
Today, a look at key upcoming data points out of the US over the next two days that could spark fresh inflationary concerns - or stagflationary ones, as we point out that it is important how we interpret payrolls growth, whether particularly strong (inflationary) or disappointing (possible stagflation indicator). Also, we look at EU fixed income, signs of a possible reach for quality in corporate credit, the latest Reddit army rampage in AMC stock, the green transformation and how it will drive inflation and more. On today's pod were Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic