FOMO in equities, ho-hum in macro even as new Fed era begins this week.
Biggest shift at the Fed in a generation.
Listen to the full episode now or follow the Saxo Market Call on your favourite podcast app.
Links
- John's The FX Trader piece from today, discussing the technical situation in EURUSD and previewing the seven G-10 central bank meetings this week.
- A 20-minute CNBC interview with SpaceX President and COO Gwynne Shotwell, where she talks a good game and even delivers the outlook for orbiting data centers with a straight face.
- FT discusses the many forced buyers of SpaceX as the company has been fast tracked to join many major stock indices, the members of which enjoy passive inflows.
- The Wall Street Journal with the basic, but important discussion of how Kevin Warsh is set to alter the Fed's communication strategy (an important first step, but as emphasized on the podcast - there are much bigger questions afoot down the line.)
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