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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
Monday Nov 08, 2021
What are US treasuries telling us?
Monday Nov 08, 2021
Monday Nov 08, 2021
Today's slide deck: https://bit.ly/31KJ5v7 -
The nominally strong US jobs report on Friday was unable to sustain the US dollar rally, but more curiously, saw long treasuries rallying sharply and driving yields at the long end of the US yield curve sharply lower - a development that demands the most attention this week for follow on action. We also look at another rally attempt in gold, latest energy market developments, the upcoming Rivian IPO pricing, other EV-linked equities, and earnings and macro risks for the week ahead. Today's pod Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic