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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.
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![Inscrutable Bank of Japan will have to surprise someone](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Thursday Jul 27, 2023
Inscrutable Bank of Japan will have to surprise someone
Thursday Jul 27, 2023
Thursday Jul 27, 2023
Link to slide deck: https://bit.ly/3OwkuA1 -
Today we discuss the FOMC meeting, which brought the expected data dependency and a complete lack of new guidance, which has allowed the US dollar to continue lower as the VIX pushes back at the cycle lows. Meta reported strong results after the close, helping to take US S&P 500 futures to new highs for the cycle. We look forward to the ECB meeting today and wonder whether Lagarde and company have already pre-empted any ability to surprise with the recent shift to less hawkish rhetoric. The Bank of Japan, meanwhile, can only surprise the market as we are all quite uncertain on their course of action from here. In upcoming earnings, we spotlight Intel and note important inflation data up tomorrow on the macro calendar. Today's pod is hosted by John J. Hardy.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic