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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
Wednesday Apr 06, 2022
Brainard threatens rapid QT starting in May
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