All eyes on BoE and the UK Gilt market

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Saxo Q4 2022 Quarterly Outlook: Winter is Coming   -

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Today we talk about the continuing weakness in equities with the latest jolt coming from BoE Governor Bailey's comments that UK pension firms must get their house in order by Friday as the central bank is planning to step away from the market. We also cover today's oil market and the expected forecasts from IEA and EIA, the grains markets and finally gold that attempting to bounce back from its recent decline. We also cover stocks to watch which today are Intel, Chr Hanse, and LVMH. Finally, we cover today's earnings release from PepsiCo and the economic calendar with a focus on US PPI figures and FOMC Minutes later tonight. Today's pod features Peter Garnry on equities and Ole Hansen on commodities.

Intro and outro music by AShamaluevMusic