Podcast: Featuring Steen Jakobsen and the view from 10,000 feet.
Saxo Market Call
Summary: Today features our Chief Investment Officer Steen Jakobsen, who offers an executive summary of our Q2 outlook and weighs in on many topics, including the outlines of Biden's infrastructure stimulus set to be officially announced later today, as well as whether its scale is sufficient to make a mark. Also on the agenda, the implications of tax increases accompanying a new Biden stimulus, the implications of the rise in real rates and why gold is under pressure, the need for a "geopolitical" premium and much more. Today's call hosted by John J. Hardy.
Follow Saxo Market Call on your favorite podcast app:
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.