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Podcast: Market sell-off reverses on milder US sanctions than feared

Podcast 20 minutes to read
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Saxo Market Call

Summary:  Today we look at the massive market reversal yesterday as markets rallied hard off new lows, with the improved sentiment inspired at least in part by the US avoiding the most severe options in its new list of sanctions on Russia. Elsewhere, we look at the situation largely failing to impact Fed rhetoric or expectations, the intense focus on commodity markets, with stakes high for the global economy from soaring energy prices. We focus on single stock equity stories and wonder whether LNG stocks may get a boost if Europe seeks to diversify its energy supplies. Today's pod features Peter Garnry on equities, Ole Hansen on commodities 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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We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.

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