Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Oil markets await the upcoming OPEC decision with expectations for another production cut to bolster favourable conditions for oil markets. We also discuss the diverging performance across many commodities in November including coffee up 8% and US natural gas down 25% as the peak rate narrative sets in, with Ole S Hansen and Peter Garnry.
Listen to today’s podcast.
Follow Saxo Market Call on your favorite podcast app: