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CFDs and forex spot transactions are complex instruments and come with a high risk of losing money rapidly due to leverage. 66% of retail investor lose money when trading CFDs and/or forex spot with this provider. 0.35% of retail clients trading in leveraged products experience a negative account balance after a stop out occurred.
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CFDs and forex spot transactions are complex instruments and come with a high risk of losing money rapidly due to leverage. 66% of retail investor lose money when trading CFDs and/or forex spot with this provider. 0.35% of retail clients trading in leveraged products experience a negative account balance after a stop out occurred. You should consider whether you understand how CFDs, forex spot transactions or any of our other products work and whether you can afford to take high risk of losing your money.
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Podcast: Podcast: Podcast:

Podcast: How high can the froth take us?

Podcast 20 minutes to read
Saxo Market Call

Summary:  Today we look at a frothy US equity market as traders react to Elon Musk's move to acquire a significant portion of Twitter, Cathie Wood and the absurd idea of $12 oil, the irony of easing market conditions when key financial conditions are rapidly tightening and are set to tighten further in the months ahead. We also look at falling container rates, the latest on the crude oil and wheat outlook, what is moving FX, including the Australian dollar, nominal equity market returns versus real returns and more. Today's pod features Peter Garnry on equities, Ole Hansen on equities and John J. Hardy hosting and on FX.

Listen to today’s podcast and have a look at today’s slide deck.

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If you are not able to find the podcast on your favourite podcast app when searching for Saxo Market Call, please drop us an email at marketcall@saxobank.com and we'll look into it.
 
Questions and comments, please!
We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.

Quarterly Outlook Q2 2022: The End Game has arrived

  • 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?
    Read article

  • Productivity and innovation have never been more important

    As the world economy hits physical limits and central banks tighten their belts, could equities be facing a 10-15% downside?
    Read article

  • The great EUR recovery and the difficulty of trading it

    If the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
    Read article

  • Tight commodity markets – turbocharged by war and sanctions

    With supply already tight, commodities keep powering on. But will it last for yet another quarter?
    Read article

  • Between a rock and a hard place

    Geopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
    Read article

  • The Great Erosion

    Inflation is everywhere and central banks try to combat it. But will they get it under control in time?
    Read article

  • Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recession

    While global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
    Read article

  • Cybersecurity – the rush to catch up with reality

    With the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.
    Read article

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Losses can exceed deposits on margin products. Please ensure you consult our Risk Warning before you start trading and you understand the risks.

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