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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.
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Friday Dec 18, 2020
We still think bullish sentiment looks stretched
Friday Dec 18, 2020
Friday Dec 18, 2020
Today's slide deck: https://bit.ly/2IZu9Qw -
Today we look at the latest extension of US equities to all-time highs yesterday and look at a number of factors that have us concerned that market sentiment remains stretched on the bullish side. Also a dive into a number of individual equity stories, from FedEx to Vestas and the highly anticipated CoinDesk IPO. Today with Peter Garnry on equities and John J. Hardy hosting and on FX.