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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.
Episodes
Wednesday Dec 22, 2021
Will the positive market spirit extend into the holiday?
Wednesday Dec 22, 2021
Wednesday Dec 22, 2021
Today's slide deck: https://bit.ly/3pjqIXq -
Equities are slightly off following yesterday's strong move higher driven by good news on the Omicron variant, Biden's confident remarks on making a deal with US Senator Joe Manchin, and then topped up overnight in China with Hang Seng equities pushing higher on strong remarks on stimulus towards the real estate sector from a local government; the comments were later pulled back. The positive sentiment is feeding into higher US interest rates, a stronger USD against most currencies and especially the JPY, with gold moving lower. We also talk about today's macro releases and two acquisition news impacting Maersk, LF Logistics, Aker BP and Lundin Energy. Today's pod features Peter Garnry on "everything".
Intro and outro music by AShamaluevMusic