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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 Nov 04, 2020
Wednesday Nov 04, 2020
Today we offer our brain-dump on what has unfolded on Election Day in the US, with the final results still unknown and vote counts apparently stalled. But the headline takeaway so far is that turnout was not the Democrats secret weapon and even more so, that mainstream polling and news outlets got the situation so massively wrong that their credibility is now fatally eroded. A contested election scenario is a prominent risk, with the losing side once the vote is counted refusing to concede if the vote margins are razor thin. Today with Peter Garnry on equities, Ole Hansen on equities and John J. Hardy hosting and on FX.