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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
Monday May 31, 2021
Monday May 31, 2021
Today's slide deck: https://bit.ly/3p54XZy -
Today we look at the low energy wind-down to the action in May as the US is out on a holiday, while noting that very low volatility is providing an attractive opportunity for hedging risk as we are entering a very critical time frame in coming months on the inflation question and to what degree it is transitory and whether the market is too complacent on the Fed's potential to shift if it isn't. A rundown of key commodities and equity theme baskets and the big move in the CNY and more on the call. On today's pod were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic