The FOMC expectations conundrum

Podcast 20 minutes to read

Saxo Market Call

Summary: Today we preview tomorrow's FOMC meeting and scratch our heads a bit at what the market is telling us about what it thinks is coming from the Fed, both in terms of the guidance that will be provided tomorrow, but also how it is reading the longer term Fed policy trajectory. A look at key equity stories and much more also on today's pod, which features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.

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The FOMC expectations conundrum

Saxo Market Call

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Quarterly Outlook Q2 2022

Quarterly Outlook Q2 2022: The End Game has arrived

The End Game has arrived

Energy crisis could turn energy stocks into secular winner

The great EUR recovery and the difficulty of trading it

Tight commodity markets – turbocharged by war and sanctions

Between a rock and a hard place

The Great Erosion

Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recession

Cybersecurity – the rush to catch up with reality

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