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Podcast: Back at the brink - do we go over? Podcast: Back at the brink - do we go over? Podcast: Back at the brink - do we go over?

Podcast: Back at the brink - do we go over?

Podcast 20 minutes to read
Saxo Market Call

Summary:  Today we look at equity markets back at the cycle lows just ahead of earnings season as treasury yields and a strong US dollar continue to pressure. We also discuss unrealistic earnings expectations for the coming batch of earnings reports, the large banks' massive unrealized losses on bond portfolios that will hamper buyback programs and dividend generosity, the ongoing dicey situation for UK gilts and sterling as sentiment and policymaker credibility continue to struggle, crude oil & gas, FX focus, TSMC's ugly day and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting an on FX.

Listen to today’s podcast - slides are found via the link.

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If you are not able to find the podcast on your favourite podcast app when searching for Saxo Market Call, please drop us an email at marketcall@saxobank.com and we'll look into it.
 
Questions and comments, please!
We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.

Q4 Outlook 2022: Winter is coming

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  • Autumn can become ugly for equities and bond holders. Comfort for Dollar longs

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