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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 Oct 12, 2021
Tuesday Oct 12, 2021
Today's slide deck: https://bit.ly/2X2cfne -
Today we continue to outline our laundry list of concerns as the energy crunch continues its vice grip and as bonds are providing zero offsetting returns when equities come under pressure, and yet the VIX forward curve suggests ongoing complacency. We also look at yields and yield curves, which continue to suggest that markets don't believe central banks are at risk of making a policy mistake. In FX, we zoom in on the sterling outlook, while earnings season is heating up in the US, with an interesting company Fastenal reporting today. Today's pod features Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic