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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

Wednesday Nov 24, 2021
The unbearable sensitivity to rising yields
Wednesday Nov 24, 2021
Wednesday Nov 24, 2021
Today's slide deck: https://bit.ly/32om7Kl -
Today we try to quantify and illustrate the equity markets most sensitive to rises in long yields, i.e., duration sensitivity, noting particularly chunky declines in the most duration sensitive markets yesterday. As well, a look at the "buy the fact" reaction to the US release of strategic oil reserves, key FX stories, including the RBNZ proving less hawkish than the market hoped and much more. Today's pod features Peter Garnry on equities, Ole Hansen on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic