Podcast: Challenging week ahead with FOMC and Ukraine risks
Saxo Market Call
Summary: Today we are discussing China's lockdown of Shenzhen, Tencent's 10% plunge in Hong Kong trading, FOMC rate decision on Wednesday, JPY weakness being a commodity importer, Nickel contracts on LME still being closed today, gold's recent weakness despite the ongoing war in Ukraine, Volkswagen earnings and takeover rumours of Just Eat Takeaway. Today's pod features Peter Garnry on equities and Ole S. Hansen on commodities.
Follow Saxo Market Call on your favorite podcast app:
Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
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 it
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 place
The Great Erosion
Cybersecurity – the rush to catch up with reality