Slide deck: https://bit.ly/3aAVSm2 -
In this Special Edition of the Saxo Market Call podcast, Head of Equity and Quant Strategy Peter Garnry takes us through a compelling look at the valuation of the equity market and different perspectives on the momentum versus value question, how incredibly sensitive many stocks are to any shift in interest rates and what happens if yields rise, if inflation rises and perhaps most interestingly, what happens if yields want to rise more but the Fed will not let them rise further and imposes yield caps. John J. Hardy hosts.
Special Edition: Interview with Ark Innovation‘s Cathie Wood, Part 2
Special Edition: Interview with Ark Innovation‘s Cathie Wood, Part 1
Stagflation is already here
Central banks expectations find new gear, but Fed is behind the curve
Energy is building towards...what?
Market goes vertical
A possible key reversal day for markets
US CPI, FOMC Minutes and Chinese PPI on tap
This market still looks very complacent
Special Guest: Tor Svelland
It‘s getting very expensive out there
Oops - if only it were so easy
Relief rally on deflation of clear and present danger.
A pressure cooker of rising energy prices, rising USD and rising yields.
Has equity market sell-off really even started?
US-China trade relationship shifts back to the front burner today
Only binary outcomes as we have crossed beyond the volatility event horizon.
Strong USD makes a loud break higher still.
Consolidation, correction or crash?
Markets are skating on very thin ice
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