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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 May 04, 2022
Fed Chair Powell in the hottest of seats at tonight’s FOMC
Wednesday May 04, 2022
Wednesday May 04, 2022
Slide deck: https://bit.ly/3yd6Tpy -
Today we look at the market trading on a nervous footing ahead of tonight's FOMC meeting as we all wonder what the meeting will deliver and how the market will react. In particular the size of the hike today and any guidance in the Q&A of the Powell press conference will be pivotal, as will be the reaction for both the long end and the short end of the US Treasury yield curve. We also break down the outlook for crude oil and copper, preview the Bank of England tomorrow and discuss the many moving parts in equities as companies report and grapple with supply chain, and in some cases, demand headwinds. 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