The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Summary: Today we look at the strong market bounce in the US, but note some very interesting exceptions, look at what today's ECB meeting will bring, talk oil and Chinese commodity demand, sterling, gold and much more. Today with Ole Hansen on commodities, Peter Garnry on equities, and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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