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cover of episode Geopolitics and FOMC desperation to ditch the dot plot

Geopolitics and FOMC desperation to ditch the dot plot

2025/6/18
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Saxo Market Call
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The Israel-Iran conflict is analyzed, focusing on Israel's potential goal of regime change in Iran to eliminate its nuclear program. The potential for disruption of Iranian oil supply and the involvement of the U.S. are highlighted as key risks for global markets.
  • Israel's targeting of Iran's nuclear program
  • Risk of disruption to Iranian and global oil supply
  • Potential for U.S. military involvement
  • The impact of regime change on regional stability and global markets

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Link to John's Mastering FX Webinar) tomorrow Thursday, June 19.

Today, a look at how this Israel-Iran conflict moves toward a "conclusion", with the risk that Israel has maximalist goals leaning toward regime change, so the timeline of the conflict is more likely to remain extended. Elsewhere, we look at the FOMC meeting today and the likely outcomes, as well as how the market "pricing" of the Fed's policy trajectory may be very misleading on what actually happens. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.