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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
Tuesday Nov 16, 2021
USD rally extension would be a big problem.
Tuesday Nov 16, 2021
Tuesday Nov 16, 2021
Today's slide deck: https://bit.ly/3owExjp -
Today we look at the importance of yields for next steps in the equity market, covering the US, UK and German sovereign yields, but also highlight the pain trade of the US dollar extending higher from here, looking at the interesting divergence in our global risk indicator relative to the elevated equity market, the output gap in the US being fully closed, Fed policy mistake, stocks and earnings in the spotlight today and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic