EU’s nat-gas woes topple sentiment once again.

Today's slide deck: https://bit.ly/3q9Eyes   -

Click here to open an account with Saxo  - 

Today we look at the whiplash reversal in sentiment on Friday after the market was rallying in the wake of the US jobs report, only to see sentiment sent into a tailspin on news that Russia will not resume gas flows through the Nord Stream I pipeline. We also look at sentiment position in US futures markets on commodities and FX and discuss the week ahead in macro events, with the RBA decision and guidance up tonight after a soft inflation data point out of Australia overnight. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.'

Intro and outro music by AShamaluevMusic