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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.
Episodes
Wednesday Dec 23, 2020
Special Edition: Commodity Outlook for 2021
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.