
Yep: NOK, Wheat and Tesla in the same podcast.
Saxo Market Call
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Geopolitics and Market Dynamics
This chapter explores the geopolitical tensions between Israel and Iran and their implications on global energy markets, particularly the risk premium priced into oil. It reflects on how recent market movements, influenced by central bank decisions and geopolitical threats, impact commodities and currencies, while preparing for potential shifts in the economic landscape. Additionally, upcoming earnings reports and Japan's economic situation are analyzed in the context of inflation and market uncertainties.
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