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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.
Episodes
Thursday Feb 17, 2022
Back to square one on geopolitics. Fed expectations recede.
Thursday Feb 17, 2022
Thursday Feb 17, 2022
Today's slide deck: https://bit.ly/3BskEAc -
Today we look at Fed expectations ratcheting lower still despite a very strong January US Retail Sales report and a non-dovish set of FOMC minutes, an indication that the market felt it had taken Fed expectations too high recently (also making it easier now for the Fed to surprise again on the hawkish side). We look at the need for the Fed to steepen the yield curve and the difficulty it may find in doing so, the impressive run back higher in gold and the next levels to focus on there, UK yields and the next steps from the Bank of England and more. Today's pod features Althea Spinozzi on fixed income, with John J. Hardy on FX and hosting.
Intro and outro music by AShamaluevMusic