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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
Thursday Mar 17, 2022
Fed waxes hawkish, short squeeze continues
Thursday Mar 17, 2022
Thursday Mar 17, 2022
Today's slide deck: https://bit.ly/363MozS -
The Fed hiked 25 basis points as expected, but guided fairly hawkish, especially on its dot plot of forecasts for 2023 and in signaling that QT could be set to begin as soon as the May meeting, and at a pace that would be faster than the previous tightening in 2017-19. While equities somehow squeezed higher, we remain very cautious. We also look at falling wheat prices, the gold rebound attempt, FX reaction to the FOMC, key equity stories including FedEx earnings up today and more. 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