Podcast: Dollar danger, Meta bounce in a heavy market. Apple on tap
Saxo Market Call
Summary: Today we look at a US equity market that posted a nervy session yesterday, with a surge after the close from less bad Meta news than feared. We still assess that the market is trading heavily, with additional danger from a surging US dollar as USDJPY surged to new 20-year highs on the Bank of Japan doubling down on its yield-curve-control policy and therefore deepening its loss of control over its balance sheet. We also look at more earnings ahead, including Apple and Amazon tonight, edible oil prices a concern for global food inflation, gold, FX themes and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Follow Saxo Market Call on your favorite podcast app:
Quarterly Outlook Q2 2022
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