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?
You can access both of our platforms from a single Saxo account.
Macro Monday (week 41): US economy and bond yields blaze a trail
Summary: China, the United States, Brazil
Saxo Bank head of APAC macro strategy Kay Van-Petersen looks at what's in store for us in the week ahead as the focus turns to China's RRR cut, the US mid-terms and that surprising election in Brazil.
To download your copy of Van-Petersen's latest Macro Monday update, click here.
Quarterly Outlook Q2 2022: The End Game has arrived
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.The great EUR recovery and the difficulty of trading it
If 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 sanctions
With supply already tight, commodities keep powering on. But will it last for yet another quarter?Between a rock and a hard place
Geopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.The Great Erosion
Inflation 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 recession
While 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 reality
With the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.
Disclaimer
The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via the website is not intended to and does not change or expand on this. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Saxo News & Research and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Saxo News & Research is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Saxo News & Research or as a result of the use of the Saxo News & Research. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. Saxo News & Research does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws.
Please read our disclaimers:
- Notification on Non-Independent Investment Research (https://www.home.saxo/legal/niird/notification)
- Full disclaimer (https://www.home.saxo/en-hk/legal/disclaimer/saxo-disclaimer)