4.4M
Downloads
1064
Episodes
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
Monday Aug 08, 2022
Monday Aug 08, 2022
Slide deck: https://bit.ly/3QtfvhK -
Click here to open an account with Saxo -
The market continues to hang on to its view that the peak in Fed rates is imminent and that it will cut from around mid-next year despite strong US data and Fed members making clear that another big hike is coming in September. Can this week's CPI data change that? We also discuss commodities, with oil prices possibly a bit complacent given tight supply, while metals are showing signs of turning and gold is "walking a tightrope" on the macro outlook. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic