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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
Tuesday Nov 09, 2021
We have a new market conundrum on our hands
Tuesday Nov 09, 2021
Tuesday Nov 09, 2021
Today's slide deck: https://bit.ly/3bWtXN0 -
Today we look at US market internals and the sector performances that stand out as the broader market has lost some momentum over the last couple of days. We also discuss the conundrum and lack of coherence across markets as inflation concerns rage while nominal yields at the long end of the curve drop, zero in on US treasuries, German Bunds and the JPY and other FX themes. In equities, a focus on PayPal selling off after the close, NIO, and Coinbase, which is set to report today with Bitcoin conveniently at new highs. Today's pod Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic