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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
Wednesday Jul 07, 2021
US yields drop on oil plunge fueling Nasdaq 100 to new all-time high
Wednesday Jul 07, 2021
Wednesday Jul 07, 2021
Today's slide deck: https://bit.ly/2Vk5EUd -
A 5% plunge in oil prices yesterday took more steam out of the inflation trade sending the US 10-year yield to a fresh low hitting late February levels. The move caused Russell 2000 to decline and fueled a rally in Nasdaq 100 to a new all-time high. In equities the big story is China's crackdown on Didi Global that listed in the US last week despite warned by Chinese regulator to wait. In today's podcast we also cover Samsung earnings, attractiveness of gold, USDJPY move on US yield drop, and the upcoming G20 meeting on Friday and Saturday in Venice. On today's podcast are Ole Hansen on commodities and Peter Garnry hosting and on equities.
Intro and outro music by AShamaluevMusic