Podcast: Back to square one on geopolitics, Fed expectations recede
Saxo Market Call
Summary: Today we look at Fed expectations ratcheting lower still despite a very strong January US Retail Sales report and a non-dovish set of FOMC minutes, an indication that the market felt it had taken Fed expectations too high recently (also making it easier now for the Fed to surprise again on the hawkish side). We look at the need for the Fed to steepen the yield curve and the difficulty it may find in doing so, the impressive run back higher in gold and the next levels to focus on there, UK yields and the next steps from the Bank of England and more. Today's pod features Althea Spinozzi on fixed income, with John J. Hardy on FX and hosting.
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Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
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The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
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Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.