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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
Thursday Sep 23, 2021
Hawkish FOMC at the margin, but market focus elsewhere
Thursday Sep 23, 2021
Thursday Sep 23, 2021
Today's slide deck: https://bit.ly/2W45MYu -
Today we break down where the FOMC meeting - and really Fed Chair Powell's press conference more specifically - surprised modestly on the hawkish side, but why the market reaction was relatively limited as focus seems elsewhere now, especially on China's Evergrande. Still, the market bulls will have to overcome pivotal resistance in the US equity market that was the support on the way down. We also look at today's Bank of England meeting and why sterling has ignored the recent ramp-up in short UK yields, precious metals and crude oil, equity themes, Nike ahead of today's earnings report and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic