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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. 0.30% 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: US banking giants set to report. August as a pivotal month.

Podcast: US banking giants set to report. August as a pivotal month.

Podcast ContentHub.Articles.MinutesToRead
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 Q1 2022: Fuelling the Energy Crisis

  • Fuelling the energy crisis

    The green transformation is fuelling the energy crisis. Is it time to base our energy future on reality not fantasy?
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  • Energy crisis could turn energy stocks into secular winner

    With long-term expected returns for the global energy sector close to 10%, we look at 40 stocks that could be set to cash in.
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  • Commodities supported by greenflation and tight supply

    The commodity sector recorded its best year since 2000 in 2021. Will the good times will keep rolling in 2022? Ole Hansen thinks so.
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  • The bond bear market will not spare anyone

    Investors will need to prepare for the pain of a bond bear market in 2022. But are there opportunities out there, too?
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  • Mean reversion for big 2021 moves and lots of volatility

    Don't expect the Japanese yen or Chinese renminbi to stay at their overstretched valuations for long. Get the FX Outlook now.
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  • The future in energy-intensive proof-of-work looks dim

    In the midst of a global energy crisis, electricity-guzzling Bitcoin and Ethereum are set to feel the heat from politicians and investors.
    Read article

  • Australian equities poised to benefit from the energy crisis

    There may be an energy crisis, but that's fuelling a charge in the ASX. FInd out which stocks could be burning hot this quarter.
    Read article

  • The EU’s unwise energy policy

    The EU's energy crisis is one of the main drivers of inflation. Is there any relief around the corner, or is the situation critical?
    Read article

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