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Podcast: Podcast: Podcast:

Podcast: Can bears go into hibernation for the summer?

Podcast 20 minutes to read
Saxo Market Call

Summary:  Today we look at the market hitting fresh lows late last week and debate whether some relief from falling bond yields and a sell-off in energy prices might bring some relief to this market, even if the sources of that relief are concerns that a recession is incoming. We also discuss inflationary pressures set to continue from the steep rise in US rents, look at crude oil and commodity performance broadly, the lay of the land in FX after a remarkable week, and where are are focusing on earnings and on the macro calendar this week. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.

Listen to today’s podcast - slides are located here too.

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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.

Quarterly Outlook Q3 2022: The Runaway Train

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    Central banks' attempts to kill inflation is a paradigm shift, which could end in a deep recession.
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  • Tangible assets and profitable growth are the winners

    With US equities officially in a bear market, the big question is where and when is the bottom in the current drawdown?
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  • Understanding the lack of investment appetite among oil majors

    The everything rally seen in recent quarters has become more uneven, as its strength is driven by commodities in short supply.
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  • The pressure is on as the wind leaves the sails

    With cryptocurrencies in sharp decline, are we entering a crypto winter or is the bear market a healthy clean-up of the crypto space?
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  • Why the Fed can never catch up and what turns the US dollar lower?

    Many other central banks are set to eventually outpace the Fed in hiking rates, taking their real interest rates to levels higher than the Fed will achieve.
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  • Bank of Japan: Swimming against the tide

    The Japanese economy has gone from the age of deflation to rapidly rising prices in no time, leaving the Bank of Japan in a pickle.
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  • Green transformation detour and bear market hibernation

    With the impending risk of global econonomic derailment, we share the five things investors need to consider in this new half year.
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  • Crisis redux for the eurozone?

    Whether there's going to be a recession in Europe or not, the path towards a stable economy will be agonizing.
    Read article
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