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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.
Episodes
Wednesday Jul 27, 2022
Leaning against the market’s lean into FOMC
Wednesday Jul 27, 2022
Wednesday Jul 27, 2022
Slide deck: https://bit.ly/3RZXYzj -
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Plenty to talk about today as earnings season rages on, the natural gas emergency seems to get more dire by the day, and with a possible geopolitical storm brewing over US House leader Pelosi's possible visit to Taiwan. But most of all, the market will zero in on today's FOMC meeting, where the market is leaning for the Fed policy rate to peak within about six months and roll over rather aggressively next year - a rather pointed view relative to the Fed's own forecasts. How does Powell guide today relative to this pointed market view? John J. Hardy hosts.
Intro and outro music by AShamaluevMusic