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From macroeconomy and politics to stocks and bonds, commodities and forex, the Saxo Market Call is a weekly show for all investors who want to be updated on what moves financial markets in an inspiring and engaging way.
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Thursday Feb 18, 2021
Thursday Feb 18, 2021
Today's slide deck: https://bit.ly/3s5pw8A -
Today we look at further signs of inflationary pressures from a key shipping rate, look at the evidence of the Fed's hubris as showcased in the FOMC minutes late yesterday and the risk they are setting up for a policy mistake on inflation. Also a look at the latest action in treasuries and the odd shape of the "breakeven curve" ahead of today's important US 30-year TIPS auction. Rising real yields of late are also an issue and the driver for gold struggling at critical support. This and more in today's episode, featuring Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.