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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
Friday Aug 06, 2021
Friday Aug 06, 2021
Today's slide deck: bit.ly/3CkYLTq -
Today we talk about the new all-time highs in S&P 500 and Nasdaq 100 and to what extent the rally can continue into the weekend depending on the outcome of today's US Nonfarm Payrolls release. The Chinese technology crackdown continues this morning with further sharp declines in Kuaishou Technology as China's leading newspaper argues for more regulation of content dissemination and Alibaba warns investors of higher taxes. We also talk coffee and sugar that are still trading at elevated levels with sugar being one of the best performing commodities this week. The ongoing chip shortage is impacting car production and thus also the demand for platinum which we also debate. Finally, we look ahead at next week's macro figures and earnings releases. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.
Intro and outro music by AShamaluevMusic