Saxo Market Call

Market sell-off reverses on milder US sanctions than feared

February 25, 2022

Today's slide deck: https://bit.ly/3LYXCWm   -

Today we look at the massive market reversal yesterday as markets rallied hard off new lows, with the improved sentiment inspired at least in part by the US avoiding the most severe options in its new list of sanctions on Russia. Elsewhere, we look at the situation largely failing to impact Fed rhetoric or expectations, the intense focus on commodity markets, with stakes high for the global economy from soaring energy prices. We focus on single stock equity stories and wonder whether LNG stocks may get a boost if Europe seeks to diversify its energy supplies. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Intro and outro music by AShamaluevMusic

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