
Podcast: Does the strong USD eventually require the Fed to cap long yields?

Saxo Market Call
Summary: Today's podcast features Saxo CIO and Chief Economist Steen Jakobsen as we look at the dangers for equities given the backdrop of de-globalization and pressures from rising rates, discuss what the Fed may have to do if long treasury yields rise much further and what that could mean for the US dollar. We also discuss the outlook for Europe and the euro and much more. This pod hosted by John J. Hardy.
Listen to today’s podcast and have a look at today’s slide deck.
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Questions and comments, please!
We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.