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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
Tuesday Mar 22, 2022
Tuesday Mar 22, 2022
Today's slide deck: https://bit.ly/3CZhqVI -
Today we look at Fed Chair Powell once again upping the hawkish ante as he guided the market on the potential for multiple 50-basis-point rate hikes, and therewith lifting the entire US yield curve aggressively. We look at whether this Fed is set to tighten policy "until something breaks" and perhaps is surprised at how little is so far breaking despite the backdrop, with equities particularly resilient. We also look into key equity stories from Nike and Boeing to Chinese names and Adobe, the risk of Russian default and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic