Special Edition Podcast: Commodity Outlook for 2021
Saxo Market Call
Summary: In this special edition of the podcast, Ole Hansen, Saxo Head of Commodities Strategy, takes us through the remarkable year of 2020 for commodities and what we can look forward to in 2021, where we see significant further risk of a pickup in commodity prices, especially driven by a weaker US dollar and a new policy environment accelerated by the Covid-19 pandemic. Ole also takes us through how investors can gain exposure to commodities in what has become a very different landscape relative to recent years, with commodities in aggregate in backwardation. Hosting the podcast is Saxo Head of FX Strategy John J. Hardy.
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Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
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The great EUR recovery and the difficulty of trading itIf the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
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 placeGeopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
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Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.