Podcast: Volkswagen is coming for the Techno-king
Saxo Market Call
Summary: Today we look at the market's confident stance ahead of a possibly pivotal FOMC meeting tomorrow, where the market is nervously awaiting the Fed messaging around the SLR issue as well as any possible adjustments to guidance and the "dot plot". The US treasury auction today and UK yields ahead of an interesting speech are also on our radar. Elsewhere we discuss Volkswagen's impressive roadmap and its intent to effectively take control of the EV market, as Tesla CEO Musk declares himself "Techno-king". Our travel stock basket and much more also on the call. Today's episode with Peter Garnry on equities, Althea Spinozzi on fixed income 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?
Productivity and innovation have never been more importantAs the world economy hits physical limits and central banks tighten their belts, could equities be facing a 10-15% downside?
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.