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Podcast: The cognitive dissonance is beginning to hurt

Podcast
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Saxo Market Call

Summary:  Today a look at the blowout earnings reports from the four US megacaps Apple, Alphabet, Facebook and Amazon yesterday, while noting the strong divergence in US and European equity markets yesterday, as well as the cognitive dissonance of watching US 10-year yields edge towards record lows on safe haven bond strength and lack of supportive backdrop for the weak USD narrative at the moment.

Listen to today’s podcast and have a look at today’s slide deck.

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Questions and comments, please!
We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.

Quarterly Outlook Q3 2022: The Runaway Train

  • Inflation will not moderate, it is a runaway train

    Central banks' attempts to kill inflation is a paradigm shift, which could end in a deep recession.
    Read article

  • Tangible assets and profitable growth are the winners

    With US equities officially in a bear market, the big question is where and when is the bottom in the current drawdown?
    Read article

  • Understanding the lack of investment appetite among oil majors

    The everything rally seen in recent quarters has become more uneven, as its strength is driven by commodities in short supply.
    Read article

  • The pressure is on as the wind leaves the sails

    With cryptocurrencies in sharp decline, are we entering a crypto winter or is the bear market a healthy clean-up of the crypto space?
    Read article

  • Why the Fed can never catch up and what turns the US dollar lower?

    Many other central banks are set to eventually outpace the Fed in hiking rates, taking their real interest rates to levels higher than the Fed will achieve.
    Read article

  • Bank of Japan: Swimming against the tide

    The Japanese economy has gone from the age of deflation to rapidly rising prices in no time, leaving the Bank of Japan in a pickle.
    Read article

  • Green transformation detour and bear market hibernation

    With the impending risk of global econonomic derailment, we share the five things investors need to consider in this new half year.
    Read article

  • Crisis redux for the eurozone?

    Whether there's going to be a recession in Europe or not, the path towards a stable economy will be agonizing.
    Read article

  • Technical Outlook: Gold, Oil and a remarkable multi-decade perspective on Equities

    The Nasdaq bubble pattern, USDJPY resistance, crude oil uptrend losing steam and the technical outlook for USD.
    Read article

  • China: the train of new development paradigm left the station two years ago

    China is transiting to a new development paradigm, as they are hit by deteriorating terms of trade, a slower global economy and an uncertain future while continuing attempts to contain the pandemic.
    Read article

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