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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
Thursday Aug 05, 2021
Were ISM Services and Clarida the turning point in US yields?
Thursday Aug 05, 2021
Thursday Aug 05, 2021
Today's slide deck: bit.ly/3jmWQFb -
Yesterday's session proved a bit of a rollercoaster with initially a bad ADP employment number but then later ISM Services Index showed record strong US services. Fed's Clarida (FOMC voter) also outlined his views that inflation will stay above target for the next three years with upside risks and that a rate hike in early 2023 is not unlikely. These events turned markets around with the USD higher against the EUR and JPY. The US 10-year yield seems to have bottomed for now pushing higher today. We also discuss Chinese technology stocks, natural gas prices in the US, gold and US earnings from yesterday and finally today's earnings. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.
Intro and outro music by AShamaluevMusic