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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 Jun 10, 2022
The unbearable tightness to be?
Friday Jun 10, 2022
Friday Jun 10, 2022
Slide deck: https://bit.ly/3zvuIcS -
Today we look at the market tilting hard to the downside in the wake of the ECB meeting yesterday, after the meeting jolted EU interest rates higher, with a blowout in peripheral spreads spoiling the recent euro rally and sending the single currency tumbling by day's end. We also look at the market eyeing today's US CPI release with trepidation, as a strong core rate in particular could further spook markets on the need to price even more tightening from the Fed as hopes for inflation rolling over may be spoiled for now. Thoughts on grains, gold, Tesla in trouble and more on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic