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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.
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Wednesday Mar 23, 2022
A dangerous game.
Wednesday Mar 23, 2022
Wednesday Mar 23, 2022
Today's slide deck: https://bit.ly/3wqnHIJ -
Today we look at whether the markets and the Fed are engaged in a "dangerous game" as the Fed continues to ratchet its rhetoric in the direction of ever more hawkishness and yet somehow remains behind the curve as the market continues to climb. Eventually, the Fed must catch up to recapture the credibility that continues to elude it. We drill down into specific equity stories like Adobe and NVidia, look at the historical market performance under varying financial conditions and assess the latest on crude oil and food commodities at risk from the war in Ukraine. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic