Today's slide deck: https://bit.ly/3KJWbug   -

Yesterday was a historic trading session in US technology stocks with Nasdaq 100 futures down 5% before rebounding 5.8% ending the entire session higher. Volatility measured by the VIX exploded higher reaching as much as almost 39 suggesting increased nervousness. We are still not near full capitulation so traders should stay on their toes. In today's podcast we also cover commodities which have had a more rough period due to the risk-off across markets, but Ole zooms in on two markets, gold and cotton, which are doing relatively well given the circumstances. Finally, we highlight stocks to watch including Ericsson that has delivered impressive Q4 figures and then we talk about earnings releases expected today with the main focus on Microsoft reporting Q4 earnings tonight after the market close. It is also today that the Saxo Strats release their Quarterly Outlook so watch out for the publication which covers the energy crisis and how traders and investors navigate it. Today's pod features Peter Garnry on equities and Ole S. Hansen on commodities.

Intro and outro music by AShamaluevMusic