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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.
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Thursday Jul 15, 2021
Gold stirring? Market unwilling to take a stand on inflation.
Thursday Jul 15, 2021
Thursday Jul 15, 2021
Today's slide deck: https://bit.ly/3wHmfOL -
Today we look at the ongoing unwind of the reaction to the very hot US June CPI print from earlier this as the market seems unwilling to take a stand on rising inflation, and perhaps as well after Fed Chair Powell stuck to his guns on the Fed's attitude toward "transitory" inflation in testimony before Congress yesterday. Also, a breakdown of USDCAD after the Bank of Canada meeting yesterday, a look at whether gold is set to fully reverse its declines since the June FOMC meeting, another look at weak participation in the US equity market rally and more. Today's pod hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic