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Looking for a very different year ahead in 2022 Looking for a very different year ahead in 2022 Looking for a very different year ahead in 2022

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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Questions and comments, please!
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.

Q4 Outlook 2022: Winter is coming

  • Winter is coming

    Winter is coming to the financial markets as central banks are tightening their grip. How spring will look is still a question.
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  • European energy crisis: it will get worse before it gets better

    The winter in Europe will be tough, but whether the result is political chaos or sustainable, innovative solutions is still undecided.
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  • A difficult and volatile quarter awaits

    As the year draws to an end, commodities continue to be at centre stage of the world with growth pockets political uncertainty.
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  • The bright side: crises drive innovation

    The positive spin on crises is that they come with solutions. It is worrisome that deglobalisation may be a response to this crisis.
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  • Green transformation in China: renewable energy and beyond

    Going green, China needs to span numerous energy sources to ensure stability, as every source comes with a challenge.
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  • Asia: Intermittent solutions, but a faster renewable adoption curve

    Asian energy supply is being squeezed. This and the adoption of renewables may change the investment sentiment in the region.
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  • FX: A Fed thaw needed to deliver a sustained USD turn lower

    The US Dollar can keep momentum when the Federal Reserve continues to tighten, leaving the rest to play to their drum.
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  • Autumn can become ugly for equities and bond holders. Comfort for Dollar longs

    Technical analysis suggests that equities could face a tough Q4 as could fixed income. US Dollar positions could provide some upside.
    Read article

  • The next stock market sector to watch, with stocks going nuclear

    As the world scrambles to find affordable, sustainable energy, nuclear is getting attention from politicians and investors alike.
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  • The crypto space is getting cold when the hype disappears

    Cryptocurrencies face a winter of their own as retail investors and governments are asking tough questions.
    Read article
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