Today we look at further signs of inflationary pressures from the shipping market, look at the evidence of the Fed’s hubris as showcased in the FOMC minutes late yesterday and the risk they are setting up for a policy mistake on inflation. Also a look at the latest action in treasuries and the odd shape of the “breakeven curve” ahead of today’s important US 30-year TIPS auction. Rising real yields of late are also an issue and the driver for gold struggling at critical support. This and more in today’s episode, featuring Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Follow Saxo Market Call on your favorite podcast app:
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 firstname.lastname@example.org 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 email@example.com.
Saxo Market Call