4.6M
Downloads
1113
Episodes
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
Friday Nov 13, 2020
The short-term Covid gloom vs. long-term conviction that science prevails
Friday Nov 13, 2020
Friday Nov 13, 2020
Today's slide deck: https://bit.ly/3eTtWdc -
Today we look at the reversal in the momentum vs. value earthquake that unfolded at the beginning of the week, and try to judge the effects of a another short-term policy response to the Covid-19 resurgence, especially the leading and lagging factors over the longer term into 2021, once science and a vaccine roll-out gets ahead of the pandemic. Also a look at Pinduoduo and Disney earnings, thoughts on the US dollar and US yields, gold, oil and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.