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cover of episode Yep: NOK, Wheat and Tesla in the same podcast.

Yep: NOK, Wheat and Tesla in the same podcast.

2025/6/20
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Saxo Market Call
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J
John J. Hardy
O
Ole Hansen
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John J. Hardy: 我认为目前可以确定的是，伊朗和以色列之间的冲突并未结束，可能只是暂停，以便更好地规划下一步行动。如果以色列不信任伊朗政府，他们可能认为需要进行政权更迭。我对此表示怀疑，但无法确定。 Ole Hansen: 能源市场是本周的焦点，原油价格中至少包含了 10 美元的风险溢价。如果没有负面消息，油价往往会下跌，因为风险溢价需要不断更新。鉴于目前的市场基本面，油价应该在 70 美元以下交易，目前的价格需要一些破坏性事件来证明其合理性。

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Chapters
This chapter discusses the recent developments in the Iran-Israel conflict, with Trump's involvement and the potential implications for the energy market. The hosts question whether the conflict is truly over or just temporarily paused, and discuss possible next steps, including potential regime change.
  • Trump's two-week timeframe for the conflict
  • Israel's desire to eliminate Iran's nuclear capabilities
  • Uncertainty about the future of the conflict

Shownotes Transcript

Today's slide deck: https://bit.ly/4e7CyLM)    - 

Today, a full-service podcast with slide deck: we talk crude oil and risk appetite as Trump tries to press pause on the Iran-Israel conflict, the metals and grains outlook as wheat has caught a significant bid, the FX lay of the land, Tesla's high-stakes upcoming weekend and much more, including some links to other great content. Today's pod with Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy. 

Link to John's June 19th FX Webinar)

 

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