Today's slide deck: https://bit.ly/3hfYszo -
Today we look at the markets very much in glass-half-full mode, as equity markets continue to brush off the implications of a cautious tightening message rolled out by the Fed at the recent FOMC meeting. A look at the inflation theme, particularly in Europe with key inflation data on tap in the coming days, the oil market as a pivotal OPEC meeting is up later this week, forex, earnings and macro calendar highlights and much more. On today's pod are Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic