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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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Tuesday Oct 13, 2020
Tuesday Oct 13, 2020
Today's slide deck: bit.ly/2Im6FV3 -
Today we look at the US equity market getting more than a bit frothy again and ponder whether the pace of the gains could be destabilizing as it was for a time after the late August run-up. Also a look at important currency, commodity and equity developments as earnings season is set to get under way in the US in earnest today. On the call today were Ole Hansen on commodities and John J. Hardy hosting and on FX.