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The Saxo strategy team delivers insights and opinions about financial markets three times a week. Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week. Tuesday’s episode will focus on equities both in terms of performance and other relevant developments. Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices. The podcast will feature a wide array of Saxo’s financial experts.
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Wednesday Dec 29, 2021
Crude oil and US dollar setup ahead of the New Year
Wednesday Dec 29, 2021
Wednesday Dec 29, 2021
Today's slide deck: https://bit.ly/3HigFYx -
Today we look at the light positioning in crude oilmarkets ahead of the New Year, offering plenty of space for big moves next year, particularly if demand picks up. Also, a look at one measure of US dollar positioning that suggests bulls may have a hard time finding more fuel for an extension higher. We also cover the latest on the natural gas situation in Europe, positioning in other commodity markets, other FX perspectives and more. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic