Summary: Today we try to quantify and illustrate the equity markets most sensitive to rises in long yields, i.e., duration sensitivity, noting particularly chunky declines in the most duration sensitive markets yesterday. As well, a look at the "buy the fact" reaction to the US release of strategic oil reserves, key FX stories, including the RBNZ proving less hawkish than the market hoped and much more. Today's pod features Peter Garnry on equities, Ole Hansen on fixed income and John J. Hardy hosting and on FX.
Follow Saxo Market Call on your favorite podcast app:
If you are not able to find the podcast on your favourite podcast app when searching for Saxo Market Call, please drop us an email at email@example.com and we'll look into it.
Questions and comments, please!
We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at firstname.lastname@example.org.