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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 Feb 22, 2022
We have crossed the geopolitical Rubicon
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