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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
Tuesday Feb 21, 2023
Tuesday Feb 21, 2023
Link to slide deck: https://bit.ly/3kauWkq -
Today we are watching and waiting for the US to come back online after the three-day weekend as the close on Friday has kept equity markets and the US dollar in limbo. We discuss the remarkably steep natural gas forward curve at length and what it is telling us, highlight interesting retail names reporting earnings today in the US, and note the huge headline risks in geopolitics as Russia's Putin is out speaking today with China's top diplomat in Moscow. 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