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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.
Episodes
Thursday Jun 17, 2021
Thursday Jun 17, 2021
Today's slide deck: https://bit.ly/3vwcW3y -
Markets were surprised at the scale of the adjustment to the Fed policy forecasts in yesterday's FOMC meeting and treasury yields backed up steeply, spooking risk sentiment and taking equities lower, gold sharply lower and sending the USD spiking sharply to the upside. We look at the effect of this meeting across the fixed income space, also in Europe, and whether the move sticks, the implications for equities, which seem slow to accept what is going on here, and interesting signals from US homebuilder Lennar on its pricing power. On today's pod were Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic