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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 Oct 06, 2022
Thursday Oct 06, 2022
Today's slide deck: https://bit.ly/3yk6Bwk -
Saxo Q4 2022 Quarterly Outlook: Winter is Coming -
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Today we note that the action in yesterday's session seemed to largely shred the central bank pivot narrative, not only because of a robust US ISM Services survey for September, but also as the reaction function across markets, with still resilient equities as yields rose sharply again didn't fit the narrative. We also look at whether bonds are offering solid value here, particularly at the shorter end of the yield curve, discuss Shell's profit warnings yesterday as an interesting harbinger and look at important variables to watch if the Fed is ever to begin pivoting (plot spoiler: not soon). Today's pod features Peter Garnry on equities, with John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic