Podcast: Where does this squeeze get a nosebleed?
Saxo Market Call
Summary: Today we look at the squeeze in equity markets that extended aggressively into the close of last week, with this week off to a strong start, in part on hopes for a shift in Chinese covid policy. We also look at the dissonances in the narrative should China drive new global demand that reaggravates inflationary dynamics as some of the recent market rally has been on hopes that inflation fears and anticipated Fed tightening policy have peaked for the cycle. We also highlight the stress in the VC space, Hungary's Orban boxing above his weight class, the dynamics in the crude market as Brent crude posted its second highest weekly close for the cycle last week, earnings ahead and more. 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:
Latest Market Insights
Quarterly Outlook Q3 2022: The Runaway Train
- Central banks' attempts to kill inflation is a paradigm shift, which could end in a deep recession.
Tangible assets and profitable growth are the winners
Understanding the lack of investment appetite among oil majors
The pressure is on as the wind leaves the sails
Why the Fed can never catch up and what turns the US dollar lower?
Bank of Japan: Swimming against the tide
Green transformation detour and bear market hibernation
Crisis redux for the eurozone?