Macro Mondays #20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
20 snips
Oct 22, 2023 Expert in commodities and positioning at Saxo Bank, Steen Jakobsen, joins Andreas to discuss inflation math and its importance. They analyze the current economic trends, inflation situation in Japan, yield curve uninversion as a recession signal, factors contributing to inflation, trade opportunities in natural gas, and the importance of a steeper U curve in the US dollar curves.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 6min
Analysis of Inflation and the Actions of the Bank of Japan
05:59 • 5min
Analyzing the Yield Curve Uninversion as a Recession Signal
10:32 • 3min
Understanding Inflation: A Closer Look at the Factors and Impact
13:03 • 21min
Trade opportunities in Natural Gas and the importance of a steeper U curve in the US dollar curves
34:20 • 3min