Podcast: A strange week in financial markets smelling of summer noise
Saxo Market Call
Summary: Yesterday finally saw a proper risk-off across all asset classes but it did reverse later during the US session spilling over today with USDJPY, US 10-year yields, commodities and equities higher. This week has smelled of technical selloff and repositioning on the reflation trades, so we recommend investors to put less weight on this week's price action. In today's podcast we also discuss our theme equity theme basket on cannabis and the growth vs value valuation spread which has hit dot-com levels. On commodities we discuss what happened this week, the rebound in oil and whether it has legs, and finally corn testing recent lows. On today's podcast are Ole Hansen on commodities and Peter Garnry hosting and on equities.
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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.