Podcast: Massive options witching today to see market pivot?
Saxo Market Call
Summary: Today we wonder whether the witching of colossal options exposure in the US will provide a market pivot, we look at portions of the US yield curve inverting, dovish BoE guidance, a massive dovish blast from the Bank of Japan, FedEx demonstrating the difficult operating environment as margin pressures weigh, freight rates, crude oil, earnings and macro calendar next week and more. Today's pod features Peter Garnry on equities, 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