Today's edition of the Saxo Morning Call features Saxo Bank Head of Equity Strategy Peter Garnry, Head of Commodity Strategy Ole Hansen, and Head of Forex Strategy John Hardy discussing the Qatari investment into Turkey, the trade talk developments between China and the US, and why neither may be sufficient to move the needle in the longer term.
Quarterly Outlook Q2 2022: The End Game has arrived
Energy crisis could turn energy stocks into secular winnerWith long-term expected returns for the global energy sector close to 10%, we look at 40 stocks that could be set to cash in.
The great EUR recovery and the difficulty of trading it
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 place
The Great Erosion
Cybersecurity – the rush to catch up with reality