Does the strong USD eventually require the Fed to cap long yields?
Saxo Market Call - Podcast tekijän mukaan saxostrats - Tiistaisin
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Today's slide deck: https://bit.ly/3rjR24k - Today's podcast features Saxo CIO and Chief Economist Steen Jakobsen as we look at the dangers for equities given the backdrop of de-globalization and pressures from rising rates, discuss what the Fed may have to do if long treasury yields rise much further and what that could mean for the US dollar. We also discuss the outlook for Europe and the euro and much more. This pod hosted by John J. Hardy. Intro and outro music by AShamaluevMusic