Episodes
Monday Jan 30, 2023
Fed set to push back against this market squeeze
Monday Jan 30, 2023
Monday Jan 30, 2023
Link to slide deck: https://bit.ly/3HpAoaK -
Today we look at the market squeeze in the US continuing into the close last week, with bubble stocks finishing the week with a furious additional squeeze and Tesla up over 10% and now 75% from its lows from earlier this month. The Fed can't be happy and is likely set to push back as hard as it can against easing financial conditions at this Wednesday's FOMC meeting. Will it succeed? We also dive into the latest on copper and crude oil, the very busy earnings and macro calendar this week and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic