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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.
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Wednesday Jun 09, 2021
Rate expectations near cycle low ahead of US CPI
Wednesday Jun 09, 2021
Wednesday Jun 09, 2021
Today's slide deck: https://bit.ly/2RzJzzc -
Today we look at a very quiet market, but with the general sense that investors are holding their breath for next week's FOMC meeting, where despite all of the inflation talk and signs of a white-hot US economy and massive demand for labor, the Fed rate expectations are pegged near multi-month lows. For crude oil, we look at factors completely outside of fundamentals that could be helping the oil market rally here as both Brent and WTI have posted new highs for the cycle. Much more on the call, including the much cloudier fiscal outlook in the US. On today's pod were Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic