We have a new market conundrum on our hands
Saxo Market Call
Summary: Today we look at US market internals and the sector performances that stand out as the broader market has lost some momentum over the last couple of days. We also discuss the conundrum and lack of coherence across markets as inflation concerns rage while nominal yields at the long end of the curve drop, zeroing in on US treasuries, German Bunds and . In equities, a focus on PayPal selling off after the close, NIO, and Coinbase, which is set to report today with Bitcoin conveniently at new highs. Today's pod Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
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Latest Market Insights
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- Central banks' attempts to kill inflation is a paradigm shift, which could end in a deep recession.
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Bank of Japan: Swimming against the tideThe Japanese economy has gone from the age of deflation to rapidly rising prices in no time, leaving the Bank of Japan in a pickle.
Green transformation detour and bear market hibernationWith the impending risk of global econonomic derailment, we share the five things investors need to consider in this new half year.
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Technical Outlook: Gold, Oil and a remarkable multi-decade perspective on EquitiesThe Nasdaq bubble pattern, USDJPY resistance, crude oil uptrend losing steam and the technical outlook for USD.
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