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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
Monday Jun 13, 2022
Very very heavy
Monday Jun 13, 2022
Monday Jun 13, 2022
Slide deck: https://bit.ly/3twDh3d -
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Today we break down what spooked the market on Friday: the massive surge in US yields after the US CPI came in hotter than expected and not least, as the long-term inflation expectations in the preliminary June University of Michigan sentiment survey jumped to new highs. The US yield curve is suddenly close to inverting again after Fed expectations were marked sharply higher for coming meetings. We also look at concerns that Chinese serial lockdowns will continue to dog global supply chains from here, the risks in the crypto space aggravated by the unfolding meltdown, and a rocky ride ahead this week with multiple major central bank meetings on tap, headed by the Wednesday FOMC and whether Powell and company will have to re-up the hawkish stance. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic