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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
Thursday Aug 12, 2021
US CPI report failed to pump energy into markets - now what?
Thursday Aug 12, 2021
Thursday Aug 12, 2021
Today's slide deck: bit.ly/3s84MOK -
Yesterday's US CPI report for July failed to be the big market event although in the subcomponents of the CPI report there were clues about elevated rent prices which could be the next catalyst for higher inflation than what many market participants expect. We talk about technology stocks underperforming the rest of the market over the past week and comment on strong Q2 earnings from Foxconn and NIO's earnings from yesterday. On commodities we touch on the situation in oil markets with the latest comment from the White House asking OPEC+ to raise production to ease US gasoline prices. Finally, we round off with today's important macro releases and the earnings to watch. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.
Intro and outro music by AShamaluevMusic