Podcast: Equities race higher despite softer China PMI figure
Saxo Market Call
Summary: Despite softer China PMI Manufacturing overnight global equities are off to a good start with the biggest story being Square's $29bn acquisition of Afterpay in what might be the world's most expensive acquisition ever of this size. Equities also being lifted by lower US bond yields, a development gold so far has failed to respond to as rising stocks and cryptocurrencies remain the focus. We also talk latest Israel and Iran tensions over drone attack on Israeli-linked oil tanker and its impact on an oil market otherwise trapped in uncertainties over the Covid-19 Delta variant and its impact on the global economy. We are also talking about carmakers and their new EV figures, and finally we go through this week's earnings releases. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry 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.