Summary: The podcast is finally back from holiday! Today we look at a huge week ahead for equities and rates as it is the busiest week for earnings reports of this season and as the Fed is set for its latest super-size hike even as the market pulls the peak Fed funds rate both forward and lower. We also look at rising recession concerns in both the US and Europe, the history of whether financial conditions are as important as the economic cycle in the market outlook, and much more. Today's pod hosted by John J. Hardy.
Listen to today’s podcast - slides are found via the link.
Today's Saxo Market Call podcast: https://t.co/5X4keNbKpQ Today we look at the week ahead, the busiest for earnings reports for the cycle, the FOMC meeting, financial conditions & market history and much more. Today @johnjhardy hosts.
— The Saxo Market Call (@saxomarketcall) July 25, 2022
Slides: https://t.co/IqQbZ6cv81
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