Podcast - Earnings season peaks this week. Where is Fed put?
Saxo Market Call
Summary: Today, we look at market sentiment attempting a recovery into the close last week as high correlation across markets remains a concern. This week, China is off-line, but we have peak earnings season for major companies reporting. We also have a bevy of central banks meeting this week, beginning with Australia's RBA tonight, where Governor Lowe and company are set for a tardy end to the RBA's balance sheet expansion. A look at crude oil, biofuels driving soybean prices higher and more on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
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Latest Market Insights
Q4 Outlook 2022: Winter is coming
- Winter is coming to the financial markets as central banks are tightening their grip. How spring will look is still a question.
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A difficult and volatile quarter awaitsAs the year draws to an end, commodities continue to be at centre stage of the world with growth pockets political uncertainty.
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Green transformation in China: renewable energy and beyondGoing green, China needs to span numerous energy sources to ensure stability, as every source comes with a challenge.
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Autumn can become ugly for equities and bond holders. Comfort for Dollar longsTechnical analysis suggests that equities could face a tough Q4 as could fixed income. US Dollar positions could provide some upside.
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The crypto space is getting cold when the hype disappearsCryptocurrencies face a winter of their own as retail investors and governments are asking tough questions.