Saxo Market Call Macro: When speech trump numbers
May 28, 2024
Charu Chanana and Søren Otto discuss the importance of Fed speeches vs. economic data, Eurozone rate cut predictions, and the viability of carry trading in the summer. They also touch on central bank rate cuts, currency trading, and the Chinese Yuan, as well as insights on commodities and crypto markets including OPEC meetings and Ethereum ETF approvals.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Fed Speeches and Economic Data in Market Analysis
03:02 • 11min
Exploring Carry Trading Strategies in Anticipation of Low Summer Volatility
13:39 • 3min
Analysis of Central Bank Rate Cuts, Currency Trading, and the Chinese Yuan
16:11 • 3min
Insights on Commodities and Crypto Markets
19:19 • 2min