4.6M
Downloads
1118
Episodes
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
Wednesday Feb 23, 2022
When geopolitical fear levels fade, CB expectations quickly spring back.
Wednesday Feb 23, 2022
Wednesday Feb 23, 2022
Today's slide deck: https://bit.ly/3p5rTZJ -
Today we look at the market trying to find its feet as the Western sanctions against Russia's latest moves in the disputed eastern Ukrainian regions were seen as relatively measured. At the same time, central bank tightening expectations are picking up quickly again and the US yield curve has re-flattened sharply. Elsewhere, we look at the risks of sustained market volatility, high EU energy and power prices as far as the eye can see, gold, agricultural commodities, equity earnings in focus and much 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.