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The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
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Wednesday Nov 02, 2022
Wednesday Nov 02, 2022
Today's slide deck: https://bit.ly/3Nv3Xu8 -
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Today we discuss the shockingly strong September US JOLTS job openings survey out yesterday that took down risk sentiment as US yields and the US dollar jumped. It's the latest data point to suggest that the Fed needs to hawkishly keep all options on the table to buy at least a bit of time and two monthly data cycles until the December 14 FOMC meeting, where it can better make a decision on whether to downshift the size of further hikes and provide its next set of projections and policy forecasts. A focus on incoming data is likely, but how will the market react? Elsewhere, we look at key stocks to watch as earnings season rolls on, industrial and precious metals and crude oil, key FX stories and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic