Podcast: The Situation In Ukraine Helps The European Market, The Yen's Situation

Podcast: The Situation In Ukraine Helps The European Market, The Yena's Situation

Summary:  Today we discuss market risk sentiment brightening in Europe in the wake of Ukrainian momentum on the battlefield since late last week, with EURUSD breaking well above important local resistance. The JPY is nearly as weak as the US dollar as yields have poked higher again. We also discuss developments in crude oil, wheat and rice after an Indian export ban, stocks to watch this week, including Oracle on the earnings report today and key semiconductor stocks as the US is likely to widen its curb on exports to China. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.


Listen to today’s podcast - slides are found via the link.

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We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.

 

 

Source:https://www.home.saxo/content/articles/podcast/podcast-sep-12-2022-12092022

Podcast: The Situation In Ukraine Helps The European Market, The Yena's Situation

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