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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
Friday Dec 09, 2022
Next week’s likely FOMC dot plot is not what the market is pricing
Friday Dec 09, 2022
Friday Dec 09, 2022
Today's slide deck: https://bit.ly/3Pdd9E4
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Today, we look at recent commodity market performance, where hopes for a reopening of Chinese activity is weighed against concerns for the forward outlook elsewhere. We also highlight the market's conviction that the Fed will be cutting rates in the second half of next year and wonder how the market will treat a less accommodative dot plot from the Fed at next Wednesday's FOMC meeting. A look at recent earnings reports, soybeans ahead of today's important WASDE report and much more on today's pod, which features Peter Garnry on equities, Ole S Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
Intro and outro music by AShamaluevMusic