Podcast: A dangerous game
Saxo Market Call
Summary: Today we look at whether the markets and the Fed are engaged in a "dangerous game" as the Fed continues to ratchet its rhetoric in the direction of ever more hawkishness and yet somehow remains behind the curve as the market continues to climb. Eventually, the Fed must catch up to recapture the credibility that continues to elude it. We drill down into specific equity stories like Adobe and NVidia, look at the historical market performance under varying financial conditions and assess the latest on crude oil and food commodities at risk from the war in Ukraine. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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