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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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Wednesday Oct 27, 2021
What is driving equity market higher and what might slow progress
Wednesday Oct 27, 2021
Wednesday Oct 27, 2021
Today's slide deck: https://bit.ly/3jCo23B -
Today we look at the US market finally stumbling slightly yesterday after its torrid recent pace of gains and we dissect some of the market logic that might be continuing to drive the market higher despite rising rates as well as factors like earnings deceleration that could hold the market back from here. A run down of key developments in commodities, FX, earnings releases yesterday and those ahead for today and more on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic