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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
Friday Mar 24, 2023
The unbearable tightness of bank funding
Friday Mar 24, 2023
Friday Mar 24, 2023
Link to slide deck: https://bit.ly/3TD3fhj -
Today we look at the multi-speed market, as tech stocks tried to pump on vague new language from US Treasury Secretary Yellen aimed at softening prior comments on the official posture to banking system turmoil. Alas, US bank stocks were in for a further drubbing yesterday and we also discuss the negative focus on European banks is pummeling sentiment into early trading in Europe as well. Also on the call: the knock-on effects of all of this into FX, earnings watch next week, the China re-opening story fighting for attention and much more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic