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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
Wednesday Jun 15, 2022
Three days that could shake the world
Wednesday Jun 15, 2022
Wednesday Jun 15, 2022
Slide deck: https://bit.ly/3xOy6OG -
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Today features Saxo CIO Steen Jakobsen as we look at the tremendously important event risks set for the balance of this week, with a sudden emergency ECB meeting cropping up on today's schedule, the FOMC set for a likely super-size hike tonight, but is the market really prepared? Finally, and potentially most important for the risk of cross-market contagion, the Bank of Japan is set to meet on Friday and the market has thrown down the gauntlet and is already actively challenging the bank's yield-curve-control policy with heavy selling of JGB futures ahead of that meeting. All of this while cratering crypto markets are aggravating risk sentiment at least at the margin. Helmets on, as this could prove an historic week. Today's pod also features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic