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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.
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Monday Feb 21, 2022
Monday Feb 21, 2022
Today's slide deck: https://bit.ly/3JEoZ6j -
Today we look at the latest attempt by the market to piece together a rally on the hopes that a Biden-Putin summit is in the works, while wondering what could be discussed that hasn't already been in any new talks and generally bemoaning the scale of noise in the current situation over Ukraine relative to the signal. Elsewhere, earnings season marches on, but largely winds down this week. We maintain a very defensive stance here as we await further developments, with the Fed even able to surprise on the hawkish side again if it would like to as the market has unwound most of its expectations for a 50-basis point lift-off at the March FOMC meeting.
Intro and outro music by AShamaluevMusic