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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 Jun 01, 2021
Tuesday Jun 01, 2021
Today's slide deck: https://bit.ly/2RZDnkj -
Today, as the US and UK return from a long weekend, we ponder where this market is going to find additional "juice" in coming weeks and months as we may have passed the point of peak market support from central banks, with Fed taper talk beginning to creep into the picture ahead of the June 16 FOMC meeting. Also on the call, we look at dissonance in the bond market, key data releases today in Europe and the US, a new Saxo equity theme basket focused on global logistics, next steps for crude oil after Brent broke above the critical 70 dollars per barrel level in early trading today and more. On today's pod were Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic