Podcast: US megacaps come roaring back, action elsewhere mixed
Saxo Market Call
Summary: Today we look at the strong comeback in the US megacap companies yesterday after the brief sell-off inspired by the FOMC minutes on Wednesday. Market breadth is looking less healthy, and while the USD sold off again, the move was not yet convincing for the bears as we await the weekly close as a key status check. The macro outlook, Ant Group, and other specific equity stories on the call. Today with Peter Garnry on equities and John J. Hardy on FX.
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Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
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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?
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Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.