The End Game has arrived
Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
In this video, Chief Investment Officer Steen Jakobsen and Ole Hansen, Head of Commodity Strategy, discuss:
• The unsustainable equity rally
• The mispricing of unemployment and the importance of company earnings
• The potential issues ahead for Europe
• Structural support for Gold and near term price targets
• Oil’s month of pain and the implication of the storage crunch
• The discrepancy between Oil futures and forward looking energy assets