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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
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