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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
Tuesday Feb 22, 2022
Tuesday Feb 22, 2022
Today's slide deck: https://bit.ly/3BDgmGe -
Today we discuss the fresh market deleveraging triggered by Russian President Putin's recognition of the self-proclaimed republics carved out of eastern Ukraine, a move that was preceded by belligerent rhetoric that suggests that we have severed any chance at a diplomatic approach to the situation from here. The next critical step will be the nature of the sanctions from the US, the EU and UK and the degree to which these feed any further disruption for Russia-exposed entities and for the oil price. Elsewhere, we look at rising credit spreads, key equity stories and the focus on Europe and particularly Germany with the current geopolitical backdrop and more. Today's pod features Althea Spinozzi on fixed income, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic