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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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Friday Oct 21, 2022
Friday Oct 21, 2022
Today's slide deck: https://bit.ly/3StkgIM -
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Today we note the remarkable continued rise in US treasury yields as the 10-year Treasury benchmark reached 4.25%, and the perhaps equally remarkable lack of significant impact on risk sentiment and the US dollar (outside the rush higher in USDJPY, of curse) from this latest surge in yields. We also look at the latest on natural gas, plummeting cotton prices and gold, FX themes, the busy calendar ahead for equity earnings and macro data and central bank meetings next week and more on today's pod, which features Ole Hansen on commodities and John J. Hardy hosting and on FX.