Slide deck: https://bit.ly/3xL3uhs -
Today we look at the market sell-off extending, in part on fresh concerns of widening covid lockdowns in China, this time potentially in the capital Beijing, as commodity prices sell-off steeply and risk sentiment continued lower after Friday's very weak close. We also discuss China's agenda as it viciously weakens its currency, the outlook for grains as speculators are very one-sided in key markets, the outlook for earnings season and much more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic