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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.
Episodes
Thursday Nov 26, 2020
Thursday Nov 26, 2020
Today's slide deck: https://bit.ly/3fzFgeS -
Today we look at still strong markets as the US heads out for a long Thanksgiving holiday weekend and global equity markets eye their strongest monthly return in history. USD bears appear in good shape, but the price action is sluggish relative to the supportive backdrop for a weaker US dollar. Elsewhere, we look at oil prices and the forward price curve, Salesforce eyeing a possible Slack takeover, inflation in delivery costs, the sudden correction in Bitcoin overnight and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.