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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 19, 2020
US stocks buoyant ahead of Fed signals and despite stimulus concerns
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.