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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
Monday Mar 20, 2023
Monday Mar 20, 2023
Link to slide deck: https://bit.ly/3n7RIdy -
Today we look at the weekend's shotgun wedding arranged by the SNB that sees UBS taking over Credit Suisse with a number of liquidity guarantees and a massive eyebrow-raising wipeout of Credit Suisse's Tier1 debt. That last move has markets unsettled on the implications as it breaks the assumed rules of engagement for bankruptcies, putting bank debt and bank shares under heavy pressure this morning. We also look at what the Fed may do on Wednesday after the crazy repricing of the yield curve, the week ahead for equity earnings and macro event risks and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic