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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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Thursday Jan 13, 2022
Big dollar breaks down after latest cycle high in US CPI
Thursday Jan 13, 2022
Thursday Jan 13, 2022
Today's slide deck: https://bit.ly/3FnDlFA -
Today, we look at the market shrugging off the latest multi-decade high in US CPI as US treasury yields actually dipped on the day and the US dollar broke down broadly as the drumbeat of hawkish Fed appearances and data have failed to sustain new momentum in policy tightening expectations or long US treasury yields. Elsewhere, we look at a new pop in metal prices, particularly copper, discuss key equity stories, including chip giant TSMC and more. 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