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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 03, 2022
Yield pop elicits complacent shrug from equities
Wednesday Aug 03, 2022
Wednesday Aug 03, 2022
Slide deck: https://bit.ly/3vBVPjE -
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Today we note the surprisingly complacent shrug in the US equity market, particularly in the most speculative sectors, despite a significant pop in treasury yields as a trio of Fed officials made it clear that they are at odds with the market adjusting Fed policy expectations lower for next year. We also look at gold rolling over and what it will take to excite a new significant rally in the precious metal. We note China's reaction to House Speaker Pelosi's visit to Taiwan and round up key equity stories, including Caterpillar's results and guidance and look at the earnings and macro data calendar for the rest of the week. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic