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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 May 05, 2021
Yellen opens mouth, inserts foot.
Wednesday May 05, 2021
Wednesday May 05, 2021
Today's slide deck: https://bit.ly/3eRPMyd -
Today we look at yesterday's ugly session in the US equity market, already in motion before it was badly aggravated by oddly direct comments on the possible need to raise interest rates from US Treasury Secretary Yellen. Her later clarifications helped reverse some of the damage, but the Nasdaq 100 is limping. Elsewhere, we look at soaring commodities prices, including perspective on copper, incoming earnings reports, disappointing precious metals (once again) and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic