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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.
Episodes
Wednesday Aug 19, 2020
Wednesday Aug 19, 2020
Today's slide deck: bit.ly/317g75A -
Today we have a look at the ongoing strength in US equities as the S&P 500 cash index finally closed at an all time high, discuss the US stimulus concerns that could be sustained through the election, and look at possible incoming Fed signals and their implication. Peter Garnry looks at interesting single stock stories, particularly Walmart results and Sea Ltd,, and John Hardy looks at the latest dip in the USD and surge in sterling.