Special Edition: The big picture w/ Steen Jakobsen
Saxo Market Call - Podcast tekijän mukaan saxostrats - Tiistaisin
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This special edition of the Saxo Market Call podcast is a long-form chat with Steen Jakobsen, Saxo's Chief Economist and CIO, who takes us through what makes him uneasy about the market today and where it is trading and current narratives relative to what likely awaits in terms of inflation and real growth outcomes down the road. The Fed's policy mistake, FX themes, dysfunction in Europe and more are addressed in the conversation with Steen and host John J. Hardy. Intro and outro music by AShamaluevMusic