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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.
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Wednesday Oct 13, 2021
Wednesday Oct 13, 2021
Today's slide deck: https://bit.ly/3aNeqi1 -
Today we look at the latest choppy session and the important day ahead, with the September US CPI print on tap later today, followed by the FOMC minutes as the Fed is set to taper at its next meeting, and then the important Chinese PPI up in Asia, an important global inflation benchmark. The oil market is still supported by natural gas prices at current levels and will watch the latest OPEC and IEA oil outlooks closely today. Copper, grains, GBP, Apple production woes on chip shortages, a look ahead at US financials and other companies report and more also on the call. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic