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.
Last week ended with both equities and bonds lower following the Fed's hawkish message with rates staying higher for longer to deal with inflation and the strong economy which lifted the longer end of the US yield curve. This week key event risks to monitor are the UAW wage negotiations, gasoline...
In today's podcast on commodities we discuss the FOMC rate decision and what the Fed's soft landing outlook means for commodities. We discuss everything from the opportunities in gold as a hedge against monetary policy mistakes, tightness in energy markets, downside pressure in copper due to...