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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.
Episodes
Thursday May 05, 2022
Thursday May 05, 2022
Slide deck: https://bit.ly/3LNyWzM -
Today we look at the first dovish surprise (relative to expectations) from the Powell Fed in many months and the sharp short squeeze it inspired as we wonder if this is a mere kneejerk that will fade within days or if market sentiment could stabilize for a bit longer. Certainly, financial conditions and rising energy prices are tightening the noose on the global economy despite Powell's pussyfooting around. We also take a look at crude oil and natural gas, copper, supply chain concerns in China, BMW's outlook, Shopify and other earnings reports on the radar, FX and the Bank of England today and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic