Today's slide deck: bit.ly/2ul39mQ
The risk premium in commodities following the US killing of an Iranian general has come down swinging the focus back on macro. Financial markets are still heavily impacted by the Fed's balance sheet expansion fueling risk-on sentiment in risky assets. In today's podcast we zoom out with Steen Jakobsen, Saxo Bank's CIO, explaining the dynamics and impact from the Fed's current balance sheet expansion. Today with Steen Jakobsen on macro, Peter Garnry on Equities and Ole Hansen on commodities.
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