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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
Thursday May 04, 2023
US yield plunge, risk off had nothing to do with FOMC
Thursday May 04, 2023
Thursday May 04, 2023
Link to slide deck: https://bit.ly/42jqelf -
Today we look at yesterday's FOMC policy statement and press conference delivering, by design, as little as possible to markets and then the late slump in risk sentiment and US treasury yields that was driven by another US regional bank, PacWest declaring that it was "reviewing its strategic options". This after Fed Chair Powell declared that US banks are "sound and resilient" in yesterday' presser. We also look at the coincident spike in gold prices on this development, crude plunging again, copper near support, incoming earnings (including from Novo Nordisk), stocks to watch, the ECB coming up today and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities 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