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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 Sep 20, 2021
We are in the event horizon of a market correction
Monday Sep 20, 2021
Monday Sep 20, 2021
Today's slide deck: https://bit.ly/3zubUqt -
Today we look at the US equity market having now broken the massive trend support that otherwise fed the success of the buy-the-dip mentality for most of this year. Interesting and potentially aggravating external factors this time around that risk driving the most significant correction this year include the risk of a new debt ceiling debacle, US treasuries not providing a safe haven, the FOMC meeting this Wednesday and possibly even concern centered on China's property sector. We also delve into key commodity stories, preview earnings and the busy macro calendar this week. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic