Episodes
Monday Sep 18, 2023
Macro and FX: Central banks bonanza this week
Monday Sep 18, 2023
Monday Sep 18, 2023
A big week ahead for financial markets with central bank decisions from the Fed, BoE, and BoJ with the market expecting no change from the Fed and BoJ, while BoE is expected to follow the ECB decision from last week hiking 25 bps. The economic landscape is getting increasingly difficult for central banks with the recent run-up in energy prices across both oil markets and uranium lifting inflation expectations and bond yields. In this podcast, we talk about the evolving economic landscape in the context of this week's major central bank decision. The key for investors will be the details in the forward-looking language and forecasts rather than the actual decision, with Charu Chanana and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.