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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
Friday Mar 25, 2022
Friday Mar 25, 2022
Today's slide deck: https://bit.ly/3LccMqa -
Today we look at the US market poised at critical market resistance as the Powell Fed has yet to get ahead of the curve, constantly one step behind. If the market doesn't roll over here, the risk could rise of an escalation from the Fed to establish credibility. We imagine what that could look like while also mulling the current status of financial conditions, risks of portfolio rebalancing into quarter end after a brutal quarter for bonds and fresh signs of an extremely tight US labor market. Preview of earnings and macro calendar event risks for next week and more are also on the today's pod, which features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic