4.6M
Downloads
1102
Episodes
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
Wednesday Mar 16, 2022
This market is deep in la-la land
Wednesday Mar 16, 2022
Wednesday Mar 16, 2022
Today's slide deck: https://bit.ly/3JjMB07 -
Today we wax extremely cautious on the market, which has too aggressively climbed the wall of worry of late even if we were to pretend that the Russian invasion of Ukraine had not happened (many market have come full circle since that momentous and tragic event). That's because we also need to consider the implications of a much tighter Fed going forward, starting with tonight's FOMC meeting, margin pressures and other factors. We also look at worrying signs of market dysfunction, from the recent Nickel blow-up, to chaos in a VIX-tracking ETF and commodity traders struggling to raise enough capital. The three worry-warts on today's pod are Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic