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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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Wednesday Dec 02, 2020
US yield spike demands attention. EURUSD jumps above 1.20
Wednesday Dec 02, 2020
Wednesday Dec 02, 2020
Today's slide deck: https://bit.ly/2VqNyfU -
Today we highlight the sudden rise in US yields that deserves perhaps the most attention of any market development, as rising yields are a strong challenge to growth stock valuations for stocks that have proven such outperformers in recent market history. We also look at the US stimulus package news that may be behind yesterday's treasury sell-off and the plunge in the US dollar. A look at gold and oil positioning and the future of energy demand also on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.