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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
Friday Aug 11, 2023
US inflation review, equities during stagflation, and gold weakness
Friday Aug 11, 2023
Friday Aug 11, 2023
Link to slide deck: https://shorturl.at/ejmuO -
Yesterday's US July CPI report was a non-event for the market. We discuss how the more stickier part of the inflation basket remains elevated and well above the Fed's inflation target of 2%. We also discuss equity returns during stagflation, which is our new big macro call, and what it means for equity sector returns. The high short-term bond yields continue to act as headwinds for gold and wheat is struggling to find bids looking for the WASDE report for direction. Finally, we talk about a major acquisition in the US luxury industry, Alibaba's strong Q2 results, and ending on talking about next week's earnings releases. On today's podcast are Peter Garnry on equities and Ole S. Hansen on commodities.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic