Outrageous Predictions
Switzerland's Green Revolution: CHF 30 Billion Initiative by 2050
Katrin Wagner
Head of Investment Content Switzerland
Summary: Today, a look at the continued incredible ramp in semiconductor names and whether we are inflating an incipient bubble, even if forward valuations in many case look quite reasonable. Elsewhere, we note the lack of progress in opening the Hormuz Strait and the implications that continue to multiply with every day and week that crude oil and refined products aren't reaching the global market. Meanwhile, we have peak earnings season and five central banks meeting this week. This and more on today's pod, which features Saxo Head of Commodity Strategy Ole Hansen and is hosted by Saxo Global Head of Macro Strategy John J. Hardy.