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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 Aug 09, 2023
Will US CPI report accelerate bets on rate cuts?
Wednesday Aug 09, 2023
Wednesday Aug 09, 2023
Link to slide deck: https://shorturl.at/lzC57 -
Today we discuss the possibility of stagflation in the years to come as our Chief Investment Officer Steen Jacobsen laid out the arguments for why such a scenario could play out. In daily grind of financial markets we discuss tomorrow's US July CPI report which is expecting to see another month of core CPI at 0.2% m/m. If US inflation continues to ease it could mark the peak in the Fed Funds Rate and accelerate bets on rate cuts next year. We also discuss the troubles at WeWork, oil markets, Novo Nordisk's 17% rally yesterday on good Wegocy trial data on heart risk, and the clarification from the Italian government on the new extra bank tax. On today's podcast are Peter Garnry on equities and Ole S. Hansen on commodities.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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