))
Geopolitics and FOMC desperation to ditch the dot plot
Manage episode 489426060 series 3321526
Content provided by SaxoStrats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SaxoStrats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Link to John's Mastering FX Webinar tomorrow Thursday, June 19.
Today, a look at how this Israel-Iran conflict moves toward a "conclusion", with the risk that Israel has maximalist goals leaning toward regime change, so the timeline of the conflict is more likely to remain extended. Elsewhere, we look at the FOMC meeting today and the likely outcomes, as well as how the market "pricing" of the Fed's policy trajectory may be very misleading on what actually happens. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
101 episodes
Share
