4.3M
Downloads
1033
Episodes
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 Mar 08, 2023
Wednesday Mar 08, 2023
Link to slide deck: https://bit.ly/3kVUQZw -
Today we look at the market swooning as it is forced to price the Fed terminal rate higher still after Fed Chair Powell pointed to higher rates than previously expected and even expressed a willingness to re-accelerate the pace of hikes if the "totality" of data points toward higher inflation risks again. We also look at the reaction to Powell's rhetoric in the US yield curve and across commodities and FX. Thoughts on earnings from cybersecurity firms Darktrace and Crowdstrike and from Adidas and much more also on today's pod, which features 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.
Click here to open an account with Saxo -
Intro and outro music by AShamaluevMusic