4.6M
Downloads
1112
Episodes
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 Dec 09, 2021
US yields repositioning for eventual lift-off?
Thursday Dec 09, 2021
Thursday Dec 09, 2021
Today's slide deck: https://bit.ly/3DEj2CP -
Today we look at the US treasury yields in the wake of yesterday's action as omicron variant concerns fade further, especially whether the longer end of the yield curve is set to set considerably higher as the Fed moves into a hiking regime next year, as has been the case in cycles past. Thoughts on credit, key equity stories, whether EURUSD can make a turn here, the remarkable dispersion in equity market and energy market forecasts for next year, Europe's ongoing energy crunch and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic