Today's slide deck: https://bit.ly/3dOkOtP -
As we wait for the Fed Chair Powell speech at Jackson Hole and whether he can really bring anything new to the table, we look at the latest pressure on the already dire energy situation in Europe, the surprise indication from Japan of a strategic move in favor of nuclear, the latest earnings reports from Nvidia, Salesforce and Snowflake, and earnings reports ahead. In FX, we focus on the possible current account focus and possible repricing of AUDNZD significantly above its range of the last many years. 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