
Podcast: Equity slide continues. Italian BTPs for the win?

Saxo Market Call
Summary: Today we look at the fresh slide in the US equity market and concerns that stimulus wont be forthcoming before the election, have a look at FX stories driving GBP volatility and AUD weakness, and focus on European sovereign debt, as Italian bonds have been the trade of the year for more liquid sovereign bonds and where the longest BTPs could be set for further outperformance if the EU is indeed having its "Hamilton moment".
Listen to today’s podcast and have a look at today’s slide deck.
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 marketcall@saxobank.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 marketcall@saxobank.com.