Geopolitics and FOMC desperation to ditch the dot plot
Saxo Market Call

Geopolitics and FOMC desperation to ditch the dot plot

2025-06-18
Link to John's Mastering FX Webinar tomorrow Thursday, June 19. Today, a look at how this Israel-Iran conflict moves toward a "conclusion", with the risk that Israel has maximalist goals leaning toward regime change, so the timeline of the conflict is more likely to remain extended. Elsewhere, we look at the FOMC meeting today and the likely outcomes, as well as how the market "pricing" of the Fed's policy trajectory may be very misleading on what actually happens. Today's pod hosted by Saxo...
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