Podcast: Catching knives a dangerous pastime
Saxo Market Call
Summary: Equity markets surged on Friday in what looks so far like a short squeeze as the market ran dry of fresh sellers, with the most speculative sectors backing up in spectacular fashion after Bitcoin and the Tether "stable coin" survived existential threats late last week. Today we look at fresh concerns on the outlook for global food prices as India has moved to ban wheat exports on weather related developments there, sending wheat limit up in Chicago. We also discuss the latest on Elon Musk's Twitter acquisition intentions, the weak ahead in earnings and macro event risks and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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Latest Market Insights
Quarterly Outlook Q2 2022: The End Game has arrived
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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.
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