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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
Monday Oct 31, 2022
Fed faces devilishly difficult guidance task on Wednesday
Monday Oct 31, 2022
Monday Oct 31, 2022
Today's slide deck: https://bit.ly/3Nmo9hp -
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Today, we scratch our heads a bit at Friday's wildly strong equity session, as the narrative supporting recent equity market strength - the anticipation of a dovish downshift in Fed policy guidance - was rapidly unwinding on the same day. An article at the weekend from "Fed whisperer" Nick Timiraos of the Wall Street Journal suggests that the Fed is concerned the market is expecting too much of a policy climb-down this Wednesday. We also discuss wheat jumping on Russia moving against the Ukrainian grain deal, industrial metals struggling on weak China data and a weak Chinese currency, the busy earnings and macro calendar for the week ahead and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic