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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. 75% of retail investor lose money when trading CFDs and/or forex spot with this provider. 0.40% 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: US banking giants set to report. August as a pivotal month.

Podcast 15 minutes to read
Saxo Market Call

Summary:  Today features special guest, Saxo Chief Investment Officer Steen Jakobsen, as we look at the lay of the land in equity themes and notable divergences there, look at upcoming earnings reports from the major US banks this week, talk central bank sending diverging signals, particularly the ECB, and how one off issues like excess liquidity from the US Treasury's activities could make August a pivotal month for markets. Today's pod is hosted by John J. Hardy.

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 Q3 2022: The Runaway Train

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    Central banks' attempts to kill inflation is a paradigm shift, which could end in a deep recession.
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  • Tangible assets and profitable growth are the winners

    With US equities officially in a bear market, the big question is where and when is the bottom in the current drawdown?
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  • Understanding the lack of investment appetite among oil majors

    The everything rally seen in recent quarters has become more uneven, as its strength is driven by commodities in short supply.
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  • The pressure is on as the wind leaves the sails

    With cryptocurrencies in sharp decline, are we entering a crypto winter or is the bear market a healthy clean-up of the crypto space?
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  • Why the Fed can never catch up and what turns the US dollar lower?

    Many other central banks are set to eventually outpace the Fed in hiking rates, taking their real interest rates to levels higher than the Fed will achieve.
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  • Bank of Japan: Swimming against the tide

    The Japanese economy has gone from the age of deflation to rapidly rising prices in no time, leaving the Bank of Japan in a pickle.
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  • Green transformation detour and bear market hibernation

    With the impending risk of global econonomic derailment, we share the five things investors need to consider in this new half year.
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  • Crisis redux for the eurozone?

    Whether there's going to be a recession in Europe or not, the path towards a stable economy will be agonizing.
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  • Technical Outlook: Gold, Oil and a remarkable multi-decade perspective on Equities

    The Nasdaq bubble pattern, USDJPY resistance, crude oil uptrend losing steam and the technical outlook for USD.
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  • China: the train of new development paradigm left the station two years ago

    China is transiting to a new development paradigm, as they are hit by deteriorating terms of trade, a slower global economy and an uncertain future while continuing attempts to contain the pandemic.
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