Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: In this Special Edition podcast, Saxo head of commodity strategy Ole Hansen takes us on a deep dive into the energy markets, with a rundown of supply and demand drivers, how balanced the market is these days, what the forward curve for oil tells us about the market, why refined products are as important to follow as crude oil itself, ways to trade the energy markets and much more. John J. Hardy hosts.
Listen to today’s podcast - slides are available via the link.
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