Podcast: The Fed must hike until something breaks
Saxo Market Call
Summary: Today features Saxo CIO Steen Jakobsen as we discuss the market's possible overreaction to signs of a de-escalation in the Russian position on Ukraine, how quickly rising yields will again dominate the narrative even if the Ukraine situation fades as a factor, and why the Fed will have to trigger a recession, i.e., "break something" before we can expect any new round of easing, as well as possible time frames for an incoming recession. A look at upcoming key earnings results and macro calendar highlights as well, with the FOMC minutes of the January meeting up late today. John J. Hardy hosts.
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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?
Energy crisis could turn energy stocks into secular winnerWith 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 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.