Podcast: US treasury yields dip further ahead of hottest expected CPI in decades.
Saxo Market Call
Summary: Today we look at very quiet markets ahead of what should be a highly anticipated US CPI release, but with a market concerned that it will be months before the "whether inflation is transitory" issue is settled. In any case, treasuries continue to be an unreliable indicator and may be finding strength on overwhelming liquidity rather than on the inflation or economic outlook. We also talk gold, crude oil, the outlook for 70's style inflation, ECB and EU sovereign debt, whether SEC moves are a threat for Virtu and the Robinhood IPO and much more. On today's pod were Peter Garnry on equities, Althea Spinozzi on fixed income, 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
- 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.