Today's edition of the Saxo Morning Call features Saxo Bank Head of Equity Strategy Peter Garnry, Head of Commodity Strategy Ole Hansen, and fixed income specialist Althea Spinozzi discussing the Argentine peso's free-fall, the Turkish lira's failed recovery, and the implications for EM as a whole. In addition, Hansen will discuss the speculation concerning a potential Russian export curb on wheat.
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?