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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.
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Thursday Jun 03, 2021
The green transformation to drive inflation. Fresh Reddit army rampage.
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