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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
Wednesday Sep 21, 2022
How does Fed surprise on hawkish side tonight?
Wednesday Sep 21, 2022
Wednesday Sep 21, 2022
Today's slide deck: https://bit.ly/3Bwpyws -
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Today we look at markets trading nervously ahead of tonight's FOMC meeting, as we wonder how the Fed can maintain a hawkish tone relative even to the recent sharp rise in expectations. The new "dot plot" forecasts for the Fed funds rate by the end of this year will be key on that front on top of whether the Fed hikes 100 basis points or the more likely 75 basis points today. We also look at the immediate impact on sentiment in Europe and on wheat as Russia has announced a partial mobilization this morning . 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