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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
Wednesday Sep 22, 2021
Wednesday Sep 22, 2021
Today's slide deck: https://bit.ly/2VZ5HVU -
Today we look back at another ugly US session yesterday as a comeback attempt was erase, although sentiment has improved in Asia slightly, in part on somewhat confusing Evergrande news. We also cover the latest developments in energy and industrial metals, whether the FOMC even really matters for this market with so many other irons in the fire, FedEx and Adobe results and the challenges for companies operating in the physical world due to challenges with supply chains and labour and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic