Podcast: Market continues to shake off FOMC aftershocks. Grantham sounds alarm.
Saxo Market Call
Summary: Today we look at US tech stocks managing to pull to new all-time highs as the market continues to shake off the implications of last week's hawkish FOMC surprise. The JPY is tumbling and the Euro and dollar are also quite weak on strong risk sentiment and as the market sees a low terminal rate for any incoming Fed rate hike cycle. We also delve into oil - especially the forward curve and why it is bad news for shale producers, copper, Etsy, Jeremy Grantham's bearish equities call, FX themes and much more. Today's pod with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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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.