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Looking Looking Looking

Looking for a very different year ahead in 2022

Podcast 20 minutes to read
Saxo Market Call

Summary:  Today, we look ahead to a year that is very unlikely to shape up like 2021 as pressing question on inflation and real growth await this market. We delve into interesting equities for the week ahead, especially Tesla and a few Chinese names, look at the road ahead for oil prices and natural gas and breakdown the macro calendar for the week ahead, with Italian politics a key focus in January and the reaction to US data this week setting the tone as long US treasury yields remain stubbornly rangebound. Today's pod features 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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We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.

Quarterly Outlook Q2 2022: The End Game has arrived

  • 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?
    Read article

  • 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.
    Read article

  • 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.
    Read article

  • Tight commodity markets – turbocharged by war and sanctions

    With supply already tight, commodities keep powering on. But will it last for yet another quarter?
    Read article

  • Between a rock and a hard place

    Geopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
    Read article

  • The Great Erosion

    Inflation is everywhere and central banks try to combat it. But will they get it under control in time?
    Read article

  • 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.
    Read article

  • Cybersecurity – the rush to catch up with reality

    With the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.
    Read article
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