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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 May 26, 2021
Distortions from Fed's massive liquidity provision creating unreliable signals
Wednesday May 26, 2021
Wednesday May 26, 2021
Today's slide deck: https://bit.ly/3ugWvHC -
Today the chief theme across markets is the Fed's ongoing tsunami of liquidity provisioning and the distortions it is creating across markets and possibly unreliable signals in treasury markets, as seen in a very strong 2-year Treasury auction yesterday. Gold is certainly enjoying the liquidity bonanza and low rates, while the kiwi spiked on more hawkish than expected guidance from the RBNZ. Also on the call, we ponder whether EM equities may be bottoming out, earnings coming up from Nvidia and others and next steps for crude oil. On today's pod were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic