Saturday Hark Back - 5 Nov 2022

Fed dominates the week

Capturing the themes of the week when there’s more time to digest them

• Fed’s hawkish 75bp hike ends the “Fed pause” rally. Powell’s Jackson Hole 2. Data dependent and all eyes on the upcoming data points

• US payrolls adds to the uncertainty as headline beats and average earnings remain high

• BoE dovish 75bp hike again pushing back on market pricing

• Conflicting covid zero headlines out of China

• Lula rules in Brazil but at what cost

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• NotAYesManEconomics - BoE has managed to undermine its own actions

• The Macro Compass - From hawkish to more hawkish

• 🔒 Brazilian Report - Lula has prevailed but what about Lulism

• ZeroHedge - October payrolls smash expectations

• Saxo Markets - Weekly Commodity Update: Metals surge on China Covid easing speculation

• 🔒 WSJ - China Agrees to Approve BioNTech's Covid-19 Vaccine for Foreigners, German Chancellor Says

• 🔒 am/FX - Choppier

 

Education for the ears podcasts

• 🎧 Forward Guidance - Jim Bianco & Joseph Wang on Nov Fed Meeting

• 🎧 Real Vision - What will China do?

 

To lighten the mood

• 🎧 The Athletic - Away From Home

  Perhaps not lightening the mood but certainly an inspiring listen. The Athletic follows the Ukranian football team, Shakhtar Donetsk, as it competes in the Champions League against Europe’s best teams. 

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