China is open for business, so why is energy struggling?
The energy sector has been the weakest performer in the U.S. equity market over the past month, despite China ending its zero-covid policy.
So, what’s going on with everyone’s favorite sector of 2022?
Andreas Steno Larsen lays out the bearish case for oil and gas and offers his take on what commodities you should be buying instead. Recorded on February 8, 2023.
CHAPTERS
1 The Most Important Chart in Global Macro 01:32
2 China Re-opening Momentum Fizzling 02:51
3 Energy is the Weakest Sector of Them All 08:01
4 Watch the USD 0:17:19
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