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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 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.