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For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.
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Monday Nov 01, 2021
Central banks losing control of the narrative?
Monday Nov 01, 2021
Monday Nov 01, 2021
Today's slide deck: https://bit.ly/3BC0diC -
Today we look at what unfolded last week as the markets seemed forced to price central bank policy tightening significantly higher, sometimes against the banks' own guidance, suggesting that central bankers may be losing control of the narrative. A key test on that front with tonight's RBA meeting and on Wednesday with the next FOMC. We also look into the latest on energy, equities soaring despite rising short yields, the very busy week ahead for earnings and much 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