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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
Monday Oct 04, 2021
US-China trade relationship shifts back to the front burner today
Monday Oct 04, 2021
Monday Oct 04, 2021
Today's slide deck: https://bit.ly/3l5jzHW -
Today we look an attempt to put together a strong close last week and why markets wilted again overnight, in party on news out of China, but also on sources indicating that the US Trade Representation Katherine Tai is set to say that China is not living up to the terms of the trade deal agreed under the Trump administration. Her appearance today is the first real opportunity to get a temperature check on the Biden administrations attitude and intentions on trade policy with China. Plenty more on the call, including a look at Tesla's impressive Q3 delivery numbers, interesting FX stories for the week ahead and the earnings and macro calendar preview. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic