The Federal Reserve has a new boss, and according to Saxo Bank head of forex strategy John Hardy, he's not the same as the old boss.
Jerome Powell brings a candid, frank style to the position, which is proving a sharp contrast to the tone struck by the Bernanke/Yellen Fed. In Hardy's latest webinar, he explains what this could mean for the dollar, the Fed's 'third mandate', volatility, and markets as a whole.
He also takes a closer look at the state of play following the early-February volatility smash-up, including the VIX and risk parity, among other topics.
For more Saxo webinars, see the webinar calendar and archive here.
Quarterly Outlook Q2 2022: The End Game has arrived
- Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
Productivity and innovation have never been more importantAs the world economy hits physical limits and central banks tighten their belts, could equities be facing a 10-15% downside?
The great EUR recovery and the difficulty of trading itIf the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
Tight commodity markets – turbocharged by war and sanctionsWith supply already tight, commodities keep powering on. But will it last for yet another quarter?
Between a rock and a hard placeGeopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recessionWhile global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.