Saxo Bank Podcast: A Massive Collapse In Yields, Fed's Tightening Cycle And More

Summary:  Still very early days, as we ponder the ongoing fallout from the turmoil in the US banking system, which has triggered a massive collapse in yields as the market brings forward the end of the Fed's tightening cycle. One significant danger is that we risk a credit crunch as banks are forced to scramble for funding and deposits. We highlight areas and indicators that are flashing red, the impact of the situation into currencies, precious metals, and equity sectors. Today's pod features Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.

Source: Podcast: Careening toward a credit crunch? | Saxo Group (home.saxo)