17 min listen
Uncertainty is the name of the game
FromSaxo Market Call
ratings:
Length:
23 minutes
Released:
Jan 16, 2024
Format:
Podcast episode
Description
In today's episode of the Saxo Market Call, Søren Otto and Ole S. Hansen discuss the conflicting CPI and PPI numbers that came out last week and their potential impact on the markets' expectations to rate cuts through the year (01.57).
They then talk about the new SEC-approved Bitcoin ETFs (04.48) followed by a brief update on the Taiwan election (9.36).
Friday, the banks kicked of the earnings season, which is only going to pick up pace over the next weeks (10.51).
As Ole is our commodities expert, we take the temperature on different commodities, starting with gas (12.50), followed by our (15.55), grain (17.36).
We end with a discussion about price conviction and what commodities look to have a tough year and which may increase in value in 2024.
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.
They then talk about the new SEC-approved Bitcoin ETFs (04.48) followed by a brief update on the Taiwan election (9.36).
Friday, the banks kicked of the earnings season, which is only going to pick up pace over the next weeks (10.51).
As Ole is our commodities expert, we take the temperature on different commodities, starting with gas (12.50), followed by our (15.55), grain (17.36).
We end with a discussion about price conviction and what commodities look to have a tough year and which may increase in value in 2024.
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:
Jan 16, 2024
Format:
Podcast episode
Titles in the series (100)
Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper: Brent crude is marching on as Saudi Arabia keeps the oil market tight raising the risks of stagflation in both Europe and the US. Will the current oil price curtail demand and will China begin tapping into its reserves? Copper has recently been suppo... by Saxo Market Call