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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
Tuesday Feb 21, 2023
This limbo unlikely to last as geopolitics weigh.
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