Podcast: Special Edition with Steen Jakobsen
Saxo Market Call
Summary: Today's special edition podcast, recorded May 2, features an interview with Saxo Chief Economist and CIO Steen Jakobsen as we look at the current lay of the land across markets, discussing the funk equity investors find themselves in as they await this week's FOMC meeting, how far the Fed is ready to take policy tightening, USD liquidity challenges and therefore challenges for global liquidity, the ongoing impact from the war in Ukraine, the hapless Bank of England and headwinds for the UK economy, deglobalization and limits of the physical world, China and more. John J. Hardy hosts.
Listen to today’s podcast here
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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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