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From macroeconomy and politics to stocks and bonds, commodities and forex, the Saxo Market Call is a weekly show for all investors who want to be updated on what moves financial markets in an inspiring and engaging way.
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Wednesday Dec 23, 2020
Wednesday Dec 23, 2020
Slide deck: https://bit.ly/37GjHqO -
In this special edition of the podcast, Ole Hansen, Saxo Head of Commodities Strategy, takes us through the remarkable year of 2020 for commodities and what we can look forward to in 2021, where we see significant further risk of a pickup in commodity prices, especially driven by a weaker US dollar and a new policy environment accelerated by the Covid-19 pandemic. Ole also takes us through how investors can gain exposure to commodities in what has become a very different landscape relative to recent years, with commodities in aggregate in backwardation. Hosting the podcast is Saxo Head of FX Strategy John J. Hardy.