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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.
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Thursday Jan 27, 2022
Thursday Jan 27, 2022
Today's slide deck: https://bit.ly/3r4rLv1 -
Today we pick apart yesterday's FOMC meeting, in which the statement was boring and inline with existing expectations, but the Fed Chair Powell press conference provided a couple of comments that unsettled the market on the potential for the Fed to hike far more than was previously expected. US yields rose across the yield curve, the USD spiked higher and risk sentiment rolled over badly after the powerful short squeeze that had set in ahead of the FOMC meeting. Commodities generally maintained their recent strength as US oil inventories were bullish. Focus in equities, besides on the Fed, was also on incoming reports from market giant Tesla yesterday and Apple today among other marquee names. This and more in today's pod, which features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic