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The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
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Wednesday Jan 13, 2021
Wednesday Jan 13, 2021
Today's slide deck: https://bit.ly/39kXQVe -
Today, we look into the USD reversing back lower as US yields topped out and rolled over slightly, in part on Fed pushback against tapering guidance. Also a look into fixed income developments in EM, the explosion in grain prices, what is keeping oil so elevated, Zoom's interesting gambit to maintain momentum, the Plug Power hookup with Renault and more. Today's call with Althea Spinozzi on fixed income, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.