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?
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Macro Monday (week 8): Low volatility, golden central banks
Summary: Saxo Head of APAC Macro Strategy Kay Van-Petersen looks at key issues including central bank policy, the US' border security emergency, and ongoing low volatility.
Saxo Head of APAC Macro Strategy Kay Van-Petersen looks at key issues including low volatility, central bank policy, and the market's prospects in light of a US national emergency.
To download your copy of Van-Petersen's latest Macro Monday update, click here.
Quarterly Outlook Q2 2022: The End Game has arrived
Productivity and innovation have never been more important
As 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 it
If 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 sanctions
With supply already tight, commodities keep powering on. But will it last for yet another quarter?Between a rock and a hard place
Geopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.The Great Erosion
Inflation 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 recession
While 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 reality
With the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.
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