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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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Friday Feb 11, 2022
Bracing for possible Fed emergency hike
Friday Feb 11, 2022
Friday Feb 11, 2022
Today's slide deck: https://bit.ly/3Bck6OG -
Today, we look at the hot US January CPI data hitting the markets yesterday, with an interesting attempt at a whiplash inducing bounce in sentiment just after the data release dealt an initial blow to sentiment as more Fed hikes were priced into the forward curve. Then markets turned south again when St. Louis Fed President and FOMC voter Stephen Bullard later administered a hawkish broadside with thoughts on an emergency Fed rate hike, a rapid path to 100 basis points of hikes and an imminent start to quantitative tightening. We also look at the impact on commodity markets from yesterday's developments and the Bank of Japan doubling down for now on its yield-curve-control policy 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