Macro and FX: Could soft landing hopes slow down USD rally?
Saxo Market Call - A podcast by saxostrats - Tuesdays
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First episode in our new podcast format with Charu Chanana talking about macroeconomic topics and currencies. We talk about Friday's Nonfarm Payrolls figures underpinning the soft landing narrative ahead of potential stagflation concerns later this year. We also talk about the USD rally and whether it could end with strength going into the direction of CNH and JPY. Finally, we discuss the central meeting this week from RBA (tomorrow) and Bank of Canada (Wednesday) which have very different tasks at their hands. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo