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For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.
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Wednesday Feb 15, 2023
Fed terminal rate hits new high. China recovery story stumbling?
Wednesday Feb 15, 2023
Wednesday Feb 15, 2023
Link to slide deck: https://bit.ly/3lwPzr7 -
Today we look at the market's unsuccessful attempt to draw meaning from yesterday's CPI data, but US yields ending the day near the highs for the cycle, in terms of Fed expectation ahead of today's US January Retail Sales print. We also look at a significant change of temperature in the China recovery story overnight, discuss AirBnB results and outlook as a sign of a resilient US economy and much more. Today's pod features Peter Garnry on equities, with John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic