Episodes
Tuesday Feb 07, 2023
Saxo Q1 Outlook! USD has reversed, will equity market follow?
Tuesday Feb 07, 2023
Tuesday Feb 07, 2023
Link to slide deck: https://bit.ly/3E9G5J5 -
Today we look at the cross-market developments after the latest surge in US treasury yields and the US dollar on the market pricing Fed peak rate expectations back higher, wondering if the equity market can hold up under the pressure. In FX, the RBA waxed more hawkish overnight and Japan's December wage inflation data was the hottest in 25 years. Crude oil, gold, stocks to watch today, our Outlook dropping today and more also on today's pod, which features Peter Garnry on equities, with John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic