Today's slide deck: https://bit.ly/3IDrg1h -
Today we look at energy markets soaring as "self-sanctioning" is taking hold in much of the oil market as importers and refiners refuse to load Russian oil cargoes, and as other countries are rushing out of Russian exposure. In equities, we maintain a very cautious stance as markets need to be careful in trying to anticipate coming easing measures to address systemic concerns triggered by the destruction of Russian assets in the global banking system. Risks for the euro, where we are focusing in equities, caution on crypto and more in today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic