USD knee-jerks lower on dovish (as expected) FOMC


Manage episode 291090295 series 2530082
על ידי saxostrats התגלה על ידי Player FM והקהילה שלנו - זכויות היוצרים שמורות למפרסם, לא ל-Player FM, והשמע מוזרם ישירות מהשרתים שלכם. הירשמו כדי לעקוב אחר עדכונים ב-Player FM, או הדביקו את כתובת העדכונים באפליקציות פודקאסט אחרות.

Today's slide deck: -

Today we run through the FOMC non-event that kept the Fed in wait-and-see mode as expected, although it was sufficiently dovish to trigger a slightly lower anticipation of eventual Fed tightening and a weaker US dollar. We also look at Biden's address on his stimulus and tax proposals, important inflation expectations considerations for the development in US yields, EU yields as the German Bund trades at critical support, how EU yields are driving EURJPY, and not least, run through Apple's latest strong result and earnings reports on the docket for today. Today with Peter Garnry on equities, Althea Spinozzi on fixed income, and John J. Hardy hosting and on FX.

Intro and outro music by AShamaluevMusic

472 פרקים