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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 Jan 17, 2022
The tug of war between interest rates and growth
Monday Jan 17, 2022
Monday Jan 17, 2022
Today's slide deck: https://bit.ly/3ftJ8ij -
Today's session is expected to be quiet with a holiday closing cash markets in the US. This week will likely become a tug of war between earnings releases and higher interest rates as equities try to digest the fast changing landscape for equities. Real yields have moved sharply higher recently suggesting the market is believing that the Fed can cool down demand and inflationary pressures by raising interest rates. For gold bulls it should be encouraging to watch how gold prices are holding up despite rising US real yields. In commodities things are not cooling down with oil prices surging higher with Brent crude at the cusp of breaking above the previous high from October last year. We also discuss copper which looked strong last week but gave up some of the gains again due to weakening macro data from China. Today's pod features Peter Garnry on equities and Ole S. Hansen on commodities.
Intro and outro music by AShamaluevMusic