Morning Call: Weak PMI data sink Chinese shares
Head of Editorial Content, Saxo Bank
Summary: The latest data on China's manufacturing sector missed expectations overnight, with both the official and the Caixin readings coming in barely above the key 50 level separating expansion from contraction. The data sent mainland shares lower, continuing their local downward trajectory from the mid-April peak.
Quarterly Outlook Q2 2022: The End Game has arrived
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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?
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The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
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