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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.
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Thursday Nov 12, 2020
US treasury yields the critical focus across markets
Thursday Nov 12, 2020
Thursday Nov 12, 2020
Today's slide deck: https://bit.ly/32BP7LM -
Today we put the rise in US yields in perspective and underline the critical ramifications across all markets if US yields continue higher from here. Also a look at USDCNY/USDCNH, the market's appetite for junk debt since the US election and Covid-19 vaccine hopes, thoughts on gold and much more. Today with Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.