Bearish conviction rising again. Can the Fed cut as early as July?

12/06/2025 16 min Episodio 1213
Bearish conviction rising again. Can the Fed cut as early as July?

Listen "Bearish conviction rising again. Can the Fed cut as early as July?"

Episode Synopsis

Today, can't help but turn more bearish on equities as the US trade policy issue finally adds some more bite and as the broader concern on the trajectory of the US economy may be picking up here. The US dollar is certainly headed south versus the euro again, and USDJPY is making a show of selling off - can the move stick this time? Thoughts on the Fed possibly cutting earlier than expected, Oracle blowout earnings and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
 
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