Podcast: The market sees the glass as half full.

Saxo Market Call

Summary: Today we look at the positive mood in the US equity market and the narrative driving that mood around stimulus prospects and whether the market's complacent stance is justified. We also look into the global grain market supply situation as wheat hits five year highs, contrast US and European small cap performance and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Listen to today’s podcast and have a look at today’s slide deck.

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Podcast: The market sees the glass as half full.

Saxo Market Call

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Quarterly Outlook Q2 2022

Quarterly Outlook Q2 2022: The End Game has arrived

The End Game has arrived

Energy crisis could turn energy stocks into secular winner

The great EUR recovery and the difficulty of trading it

Tight commodity markets – turbocharged by war and sanctions

Between a rock and a hard place

The Great Erosion

Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recession

Cybersecurity – the rush to catch up with reality

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