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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 Sep 09, 2022
Friday Sep 09, 2022
Today's slide deck: https://bit.ly/3Bu8ZCo -
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Today we look at a sharp sell-off in the US dollar inspired in the wake of the ECB meeting yesterday and especially after Bank of Japan Governor Kuroda comments on JPY volatility overnight. The USD decline has helped to boost sentiment further as the US S&P 500 retakes 4,000, but equity traders should keep a wary eye on treasury yields, which bounced back sharply yesterday on a strong US jobless claims number and the latest firm rhetoric from Chair Powell. The week ahead in earnings and macro and more on today's pod, which features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic