4.6M
Downloads
1110
Episodes
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
Tuesday Feb 02, 2021
US stocks roar back higher, but what gives with the US dollar?
Tuesday Feb 02, 2021
Tuesday Feb 02, 2021
Today's slide deck: https://bit.ly/39EPYiP -
Today we look at the tremendous snap-back rally in the US yesterday as the short squeeze phenomenon shows signs of fading, although we note that speculative froth remain in evidence. We also break down the so-far unsuccessful attempt to ramp silver prices above the 30-dollar level. In FX, we note the odd strength in the US dollar, given the backdrop and look at risks to long dated safe haven bonds if yields continue to rise. Today's call with Peter Garnry on equities, Ole Hansen on commodities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.