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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 Sep 14, 2022
US August CPI shocker delivers a hammer-blow
Wednesday Sep 14, 2022
Wednesday Sep 14, 2022
Today's slide deck: https://bit.ly/3BioWdI -
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Today we discuss the August US CPI shocker yesterday, as the core inflation reading on the month rose at twice the expected pace, taking even headline inflation into positive territory month-on-month despite the huge drop in energy prices. The market tanked and the USD soared as investors are forced to consider whether the FOMC meeting next week will bring a 100 basis point hike. Crude oil, metals, stocks to watch and a preview of Adobe and more also on today's pod, which features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic