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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.
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Thursday Oct 28, 2021
Thursday Oct 28, 2021
Today's slide deck: https://bit.ly/3nAdeUY -
Today we look at the remarkable moves in global yield curves as the Bank of Canada is the latest DM bank to surprise on the hawkish side in abandoning QE and bringing forward the guidance on rate lift-off. This took short yields sharply higher there while the long end of the Canadian yield curve actually fell - a relative development that is nearly universal, if to varying degrees, globally. We also look at the latest developments driving energy prices lower, Tesla versus VW on EV deliveries, earnings highlights and 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