Podcast: Inflation on the brain
Saxo Market Call
Summary: Today we look at further signs of inflationary pressures from the shipping market, look at the evidence of the Fed's hubris as showcased in the FOMC minutes late yesterday and the risk they are setting up for a policy mistake on inflation. Also a look at the latest action in treasuries and the odd shape of the "breakeven curve" ahead of today's important US 30-year TIPS auction. Rising real yields of late are also an issue and the driver for gold struggling at critical support. This and more in today's episode, featuring Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
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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 itIf the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
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 placeGeopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recessionWhile global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.