Podcast: Will Nonfarm Payrolls confirm a turnaround in US yields?
Saxo Market Call
Summary: Today we focus on a new all-time high in S&P 500 and Nasdaq 100 and to what extent today's US Nonfarm Payrolls release can keep the party going, especially considering the turnaround in Treasury yields this past week. The Chinese technology crackdown continues with further sharp declines in Kuaishou Technology and Alibaba warns investors of higher taxes. We also talk coffee and sugar that are still trading at elevated levels with sugar being one of the best performing commodities this week. The ongoing chip shortage is impacting car production and thus also the demand for platinum. Finally, a look ahead to next week's macro figures and 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.
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