Russia-Ukraine headline risk added to already volatile mix
Saxo Market Call
Summary: Today, we look at the impact across markets after Friday saw the US warning of an imminent Russian invasion of Ukraine, an intention Russia denies. German Chancellor Scholz is headed for Kyiv today and to Moscow tomorrow for talks. The headline risk has been ratcheted sharply higher with the latest escalation in tensions, and market participants will need to tread carefully. We also look at Russia's global weight in key commodities and look at the event risk calendars for the week ahead, as traders will also struggle to disentangle geopolitical tensions with concern on how rapidly policymakers intend to tighten financial conditions. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Follow Saxo Market Call on your favorite podcast app:
Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
Productivity and innovation have never been more important
The great EUR recovery and the difficulty of trading it
Tight commodity markets – turbocharged by war and sanctionsWith supply already tight, commodities keep powering on. But will it last for yet another quarter?
Between a rock and a hard place
The Great Erosion
Cybersecurity – the rush to catch up with reality