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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
Tuesday Oct 19, 2021
Central banks expectations find new gear, but Fed is behind the curve
Tuesday Oct 19, 2021
Tuesday Oct 19, 2021
Today's slide deck: https://bit.ly/3jcsG8A -
Today features Saxo CIO Steen Jakobsen and a look across markets, where central bank policy tightening expectations have shifted into a whole new gear this week, led by the RBNZ and the Bank of England, with the Fed behind the curve on its insistence on first tapering. Also, we look at a rare significant USD move overnight as the Chinese renminbi broke higher versus the US dollar and took other USD pairs with it. A special focus today on AUDUSD and the market thumbing its nose at RBA guidance. We also talk inflation, yield, second round wage effects, the next Fed Chair if it isn't Powell and more. Today's pod hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic