Erik Townsend and Patrick Ceresna welcome Ole Hansen to MacroVoices. Erik and Ole discuss:
- Outlook on US interest rates
- Inflation – where do we go from here?
- US/China trade relations and its impact on commodities
- Backwardation and contango
- Oil prices
- US/Europe natural gas arbitrage
- Copper & precious metals
- Is it time for all-time highs for gold?
Download the podcast transcript: [Click Here]
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Ole Hansen joined Saxo Bank in 2008 and has been Head of Commodity Strategy since 2010. He focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiment and technical developments.
Hansen is the author of the Weekly Commodity Update, which sets out the moves in commodities, and also provides clients with commodity-related trade views under the #SaxoStrats brand. He is a regular contributor to both broadcast and print media including CNBC, Bloomberg, Reuters, the Wall Street Journal, the Financial Times and the Telegraph.