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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
Wednesday Aug 31, 2022
US sentiment brightens, jobs market still looks strong
Wednesday Aug 31, 2022
Wednesday Aug 31, 2022
Today's slide deck: https://bit.ly/3RgnLlG -
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Today we discuss a weak US equity market session yesterday as sentiment bounced more than expected in August, at least according to the Conference Board US Consumer Confidence survey. We also look at a far better expansion in Job openings than expected and an interesting measure of "sticky CPI" that continues to rise in the US. In commodities, we discuss the drop in oil prices, and plans possibly afoot in Europe to cap power prices. The equities focus is on BYD, Chinese lithium names, and MongoDB. 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