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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.
Episodes
Wednesday Apr 06, 2022
Wednesday Apr 06, 2022
Today's slide deck: https://bit.ly/3LBaW2m -
Today we look at the US equity market advance getting checked yesterday by a hawkish broadside from Fed Vice Chair Lael Brainard, who invoked Paul Volcker in a speech on the unequal impacts of inflation on US households and the need to bring inflation down to the 2% area, as she guided for a May kick-off to quantitative tightening that will procced "considerably more rapidly" than in the 2017-19 tightening. (This on top of the market already pricing in a 50 basis point rate hike). US treasury yields, financial conditions, stock sectors in focus and more are also on today's pod, which features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic