Today's slide deck: https://bit.ly/3QX06Gd -
Today we look at the market putting on a show of resilience ahead of the FOMC meeting tomorrow, as we break down where to look for the Fed delivering a hawkish surprise (assuming they will be at pains to avoid a dovish one). The Riksbank hiked 100 basis points during the podcast recording. Elsewhere, we look at US housing as one of the better leading indicators for the equity market, the latest on crude oil, natural gas, and softs, and interesting FX stories aside from the obsessive focus on the USD. 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