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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
Tuesday May 09, 2023
Tuesday May 09, 2023
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Link to today's slide deck: https://bit.ly/3NN4uK1 -
In today's podcast, we note that the market is scratching around for catalysts as we await US CPI data tomorrow and wonder whether it will even prove a catalyst. The most interesting news overnight was the surprising plunge in China's imports in April, further challenging the "re-opening" narrative. We also look at gold, stocks to watch today, the challenges for Sweden's financial system, earnings to watch and much 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