Podcast: Three days that could shake the world
Saxo Market Call
Summary: Today features Saxo CIO Steen Jakobsen as we look at the tremendously important event risks set for the balance of this week, with a sudden emergency ECB meeting cropping up on today's schedule, the FOMC set for a likely super-size hike tonight, but is the market really prepared? Finally, and potentially most important for the risk of cross-market contagion, the Bank of Japan is set to meet on Friday and the market has thrown down the gauntlet and is already actively challenging the bank's yield-curve-control policy with heavy selling of JGB futures ahead of that meeting. All of this while cratering crypto markets are aggravating risk sentiment at least at the margin. Helmets on, as this could prove an historic week. Today's pod also features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are also located via this link.
Follow Saxo Market Call on your favorite podcast app:
Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
- Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
Productivity and innovation have never been more importantAs the world economy hits physical limits and central banks tighten their belts, could equities be facing a 10-15% downside?
The great EUR recovery and the difficulty of trading itIf the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
Tight commodity markets – turbocharged by war and sanctionsWith supply already tight, commodities keep powering on. But will it last for yet another quarter?
Between a rock and a hard placeGeopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recessionWhile global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.