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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 Mar 22, 2023
Catch 22 for the FOMC: market leans for a hike, but...
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Link to slide deck: https://bit.ly/3TDgNtk -
Today we discuss the uncertainty around the Fed's interest rate decision and guidance at today's FOMC meeting, where the Powell Fed faces the unenviable task of weighing financial stability risks against ongoing inflation risks, with the market leaning more strongly for a hike now but watching whether the Fed is willing to cave on its "higher for longer" forward guidance. And in the event the Fed does pause, will the market celebrate this or be spooked that the Fed sees things as worse than feared? We also look at where unease is greatest among global banks, note hot UK CPI numbers in this morning, crude oil, grains positioning surprises and gold. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic