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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Webinar: What's next for fixed income?
Althea Spinozzi
Senior Fixed Income Strategist
Senior Fixed Income Strategist
Summary: Saxo Bank fixed income specialist Althea Spinozzi reviews the latest movements in bonds markets with a focus on EM, Italy, European risks, and US yields.
Q4 Outlook 2022: Winter is coming
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.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.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.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.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.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.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.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.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.