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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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Friday Feb 19, 2021
The Fed path to YCC is a chicken and egg question
Friday Feb 19, 2021
Friday Feb 19, 2021
Today's slide deck: https://bit.ly/3qzmCbN -
Today we are pleased to have Saxo CIO Steen Jakobsen on to take us through his view of the lay of the land across markets, especially his views on the Fed and its misplaced assumptions about the economy and the effects of its policy mix. We also look at why the Fed will eventually have to move to a yield-curve-control policy, but whether it is able to without an ugly correction or hiccup in risk sentiment in markets first. The curious struggles of gold and more are also on the agenda. With John J. Hardy hosting.