Business:Investing
Slide deck: https://bit.ly/3JiZSXO -
Click here to open an account with Saxo -
Today features Saxo CIO Steen Jakobsen as we look at last night's FOMC meeting and Fed Chair Powell's unwillingness to push back strongly against market expectations for the path of Fed policy and really unwillingness to provide any guidance beyond data dependence. This sparked a strong risk-on rally as the market indulged in a complacent forecast for the path of inflation and the path for rates - something we would push back against strongly. Upcoming earnings, US-China relations and more on the pod. John J. Hardy hosts.
Intro and outro music by AShamaluevMusic
More Episodes
Macro and FX: Can the higher for longer narrative continue?
2023-09-25
5.6k
2023-09-25
5.6k
Commodities: What does a Fed soft landing mean for commodities?
2023-09-21
5.6k
2023-09-21
5.6k
Fixed-income: The US 10-year yield is on the loose
2023-09-19
5.0k
2023-09-19
5.0k
Macro and FX: Central banks bonanza this week
2023-09-18
5.3k
2023-09-18
5.3k
Equities: EV ecosystem, Adobe earnings, and AI washing
2023-09-06
5.2k
2023-09-06
5.2k
Fixed-income: Peak rates and the impacts
2023-09-05
5.2k
2023-09-05
5.2k
Macro and FX: Could soft landing hopes slow down USD rally?
2023-09-04
5.5k
2023-09-04
5.5k
Will US jobs report extend current momentum?
2023-09-01
5.5k
2023-09-01
5.5k
’Peak rates’ narrative continues to underpin momentum
2023-08-31
5.2k
2023-08-31
5.2k
Bad news is good news, or so the market thinks
2023-08-30
5.3k
2023-08-30
5.3k
Chinese equity narrative turns to hope of a turnaround
2023-08-29
5.5k
2023-08-29
5.5k
Volatility collapse post Jackson Hole as Powell delivers nothing
2023-08-28
5.5k
2023-08-28
5.5k
Nvidia smashes everything in sight.
2023-08-24
5.8k
2023-08-24
5.8k
Get this podcast on your
phone, FREE
