Year-end chill descend on markets
Saxo Market Call
Summary: It feels almost like December 2018 with the persistent weakness in the market, but this time market participants are not screaming policy mistake by the FOMC. Instead markets are reacting to the Covid-19 Omicron variant which is increasingly adding new restrictions to countries lowering economic activity in the services sector and adding to pressures on already fragile global supply chains. In today's podcast we talk about weakness in equities, China's housing market crisis and the PBOC's 5 bps rate cut, Europe's ongoing energy crisis as cold weather is expected, the Turkish Lira in free fall, and finally a bit of single stocks stories impacting green transformation stocks. Today's pod features Peter Garnry on equities and Ole Hansen on commodities.
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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.