Four days in, Trump continues to dominate headlines, but...
Résumé: Today we look at the latest flurry of Trump headlines and whether we are any the wiser on where tariff policies are headed, even as the market takes some encouragement. We also sort through whether Trump will get what he wants from the oil and gas market: lower prices. Elsewhere, the market is issuing a collective yawn after the BoJ hike overnight. And we flag the big event risks of next week and an interesting US option market indicator that suggests some nervousness. Today's pod features Saxo Head of Commodity Strategy Ole Hansen and Chief Macro Strategist John J. Hardy.
Listen to the full episode now or follow Saxo Market Call on your favorite podcast app:
Dernières informations sur le marché
Crude oil: Sanctions threat counters tariff-driven demand worries