Today's edition of the Saxo Morning Call features the Head of Forex Strategy John Hardy, Head of Commodity Strategy Ole Hansen, and Head of Equities Strategy Peter Garnry discussing the new tariffs levied by President Trump against $200 billion in Chinese goods. The latest trade salvo goes beyond market expectations as the 10% tariff is set to rise to 25% as of January 1 should Beijing retaliate.
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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
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