Episodes
Thursday Apr 13, 2023
Inflation is not going away. Earnings season incoming.
Thursday Apr 13, 2023
Thursday Apr 13, 2023
Link to slide deck: https://bit.ly/3UBoG2W -
Today we look at the choppy reception of the US March CPI figures and evidence that inflation remains a problem, with the risk that energy prices re-aggravate the inflation story in coming months as oil breaks higher. The US dollar is on its knees and breaking lower - a situation that could extend here. We also look at key stocks to watch, including the great news from luxury giant LVMH and preview the coming attractions for this earnings season set to kick off on Friday. Today's podcast features Peter Garnry on equities and John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic