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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
Monday May 15, 2023
US UMich sentiment survey the worst of both worlds
Monday May 15, 2023
Monday May 15, 2023
Link to slide deck: https://bit.ly/3pIVWto -
Today we note the release of the preliminary University of Michigan sentiment survey, which showed the expectations component tanking badly while longer term inflation expectations suddenly ticked higher to their highest since 2011. Elsewhere, we note huge US credit growth as a possible sign of distress, the important macro data and earnings reports in the week ahead, the lack of a notable animal spirits in either direction in equities and much more. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic