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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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Friday Jan 06, 2023
Friday Jan 06, 2023
Link to slide deck: https://bit.ly/3GlgGw7 -
Today, we look at the market reaction to strong US labor market data yesterday, which triggered higher yields as the market was forced to mark the Fed policy rate higher for longer this year. Equities dropped and the US dollar surged, but the main even awaits today in the form of the US official jobs and average hourly earnings data as well as the December ISM Services is also up later today. On that note, heavy interest in very short-dated options could mean huge volatility swings on big data surprises today. Elsewhere, all things China-related are also on the move, including the yuan as every day brings new signs of official support for the economy. A look at earnings next week, metals, & more also on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic