19 min listen
Commodities: Crude’s artificial tightness, uranium and gold in focus
FromSaxo Market Call
ratings:
Length:
17 minutes
Released:
Sep 7, 2023
Format:
Podcast episode
Description
In today's podcast on commodities with discuss the recent rise in oil prices driven by an artificial tightness and what it means for the oil industry but also the economy. Our nuclear power equity theme basket was the performance winner August and today we discuss the underlying drivers for uranium and the nuclear power industry, and finally we touch on gold and silver on which we are patiently bullish given our stagflation call, with Peter Garnry and Ole S. Hansen.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Click here to open an account with Saxo
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Click here to open an account with Saxo
Released:
Sep 7, 2023
Format:
Podcast episode
Titles in the series (100)
Macro and FX: King Dollar, pressures on China, and will ECB hike?: In today's podcast on macro and FX we discuss the ongoing strength of USD which is a function of relative weakness in Europe and China, and to what extent the US inflation report on Wednesday will impact the USD trade. China has been in focus a lot l... by Saxo Market Call