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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 Feb 17, 2021
Yields spike further and finally get (a modicum of) respect
Wednesday Feb 17, 2021
Wednesday Feb 17, 2021
Today's slide deck: https://bit.ly/3bfzcGC -
Today we look at the acceleration higher in US treasury yields yesterday, with the entire yield curve from 5 years on out lifting aggressively and finally getting widening respect outside of the yield sensitive USDJPY and gold, as the USD was broadly bid on the development and the speed of the move was likely also behind the weaker US equity market after early trading saw new all-time high. Also a look at oil and copper as we wonder if the yield rises continue and the impact broadens further. Today's call with Ole Hansen on commodities and John J. Hardy hosting and on FX.