Saxo Market Call

Earnings season peaks this week. Where is Fed put?

January 31, 2022

Today's slide deck: https://bit.ly/3Ge1JtQ   -

Today, we look at market sentiment attempting a recovery into the close last week as high correlation across markets remains a concern. This week, China is off-line, but we have peak earnings season for major companies reporting. We also have a bevy of central banks meeting this week, beginning with Australia's RBA tonight, where Governor Lowe and company are set for a tardy end to the RBA's balance sheet expansion. A look at crude oil, biofuels driving soybean prices higher and more on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.

Intro and outro music by AShamaluevMusic

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