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Hot topics on the US financial conference circuit — #SaxoStrats
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As part of his recent globetrotting, Saxo global macro strategist Kay Van-Petersen reveals the main topics of debate on the US financial conference circuit.
Themes include a large bearish skew on commodities, including oil, whereas bulls are targeting gold and silver, he says.
Opinion remains split on cryptocurrencies with some calling Bitcoin a fad and others, including Van-Petersen himself, holding the view that they have more to offer.
He also reveals the main topic of conversation surrounding US president Donald Trump.