Podcast: We continue to urge caution. Alibaba taken down by stern message on Ant Group.
Saxo Market Call
Summary: Today we issue a strong warning on the state of the market and the risks to traders from the current speculative froth as a new calendar year approaches. That said, the US equity market is pushing at an all time highs again as US President Trump has finally caved on his position on bigger stimulus checks and has signed the stimulus bill. Elsewhere, we look at the spooky silence in sterling after a "thin" Brexit deal has been agreed, look at the positive setup for commodities in 2021 and discuss the broader implications of the Chinese authorities' take down of Ant Group (and thus Alibaba.) Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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Latest Market Insights
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.
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