Saxo Market Call

FOMC: taper tantrum in rearview mirror?

November 3, 2021

Today's slide deck:  https://bit.ly/3q1VgxF   -

Today we look at the long term implications of Republicans winning the Virginia governor race in the US, perspectives on the US bond market after the under-appreciated trauma globally in the short end of yield curves nearly everywhere and whether a bit more calm post-FOMC tonight in rate expectations might open up for more volatility at the long end - which could prove more contagious across asset classes than the big shift in central bank expectations. We also look at the latest on global natural gas market, earnings and more. Today's pod features Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy hosting and on FX.

Intro and outro music by AShamaluevMusic

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