Podcast: Consensus macro positions getting poked with a very sharp stick?

Podcast: Consensus macro positions getting poked with a very sharp stick? by Saxo Group
Today we note the significant further developments on the back of Wednesday’s FOMC meeting, with new twists in the US yield curve after the knee-jerk reaction, a suddenly supercharged JPY and commodities reeling amidst USD strength, all suggesting that major consensus macro trades are in “pain mode” here. A look at FX, commodities and some sharp shifts in equity market internals and more on the call. Today’s pod with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Listen to today’s podcast and have a look at today’s slide deck.

Follow Saxo Market Call on your favorite podcast app:

Apple  
Spotify  
Podbean  
stitcher

If you are not able to find the podcast on your favourite podcast app when searching for Saxo Market Call, please drop us an email at marketcall@saxobank.com and we’ll look into it.
 
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.
Saxo Market Call
Saxo Bank
Topics: Podcast Forex Equities Commodities Macro Nasdaq EURUSD Gold Crude Oil US Election

THE ULTIMATE TRADING EXPERIENCE