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Podcast: Sentiment comeback broadens ahead of ECB meeting

Podcast 15 minutes to read
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Saxo Market Call

Summary:  Today we look at the broadening improvement in risk sentiment, as European stocks got on board with the powerful US market bounce, crude oil rebounded sharply and even the lagging FX market shifted back to a more pronounced risk-on stance. Still some wood to chop to argue that markets are in the clear, but the latest action supports the view that the recent swoon in sentiment was a one off brief consolidation. Also today, a look at the yield bounce and whether rising yields as we transition to August will provide the eventual headwinds for this market's further advance.

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

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