Podcast: US technology stocks enter correction territory
Saxo Market Call
Summary: Yesterday was a violent session with Nasdaq 100 futures up more than 2% before plunging below 15,000 into the close taking US technology stocks into correction territory. Several of the pandemic darlings have been hit hard recently with yesterday two most notable names being Peloton and Netflix. We also talk about the disappointing TIPS auction in the US and how negative real yields are still supportive of high yield credit. Althea also talks about the ECB Minutes and Bunds turning below 0% again. Despite equities being under pressure commodities are having a strong week with metals such as silver and platinum leading the gains. Finally, we talk about the energy crisis in Europe where traders are relieved over more LNG supplies to Northern European but turning wary over the situation between Ukraine and Russia. Today's pod features Althea Spinozzi on fixed income and Ole S. 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.