EU sovereign debt crisis redux risk?
Saxo Market Call
Summary: Today, we break down another shaky session for equities as yields continue to surge higher ahead of a series of important US treasury auctions today through Thursday and ahead of Thursday's US January CPI print. We also focus on EU peripheral spreads blowing wider as the market wonders who will replace the ECB's bid if the central bank stops expanding its balance sheet. A look at drivers for the crude oil and metals markets, earnings overview for today and more also on today's pod, which features Althea Spinozzi on fixed income, 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