Today's slide deck: https://bit.ly/3sSjDz2 -
Today, we look ahead to a year that is very unlikely to shape up like 2021 as pressing question on inflation and real growth await this market. We delve into interesting equities for the week ahead, especially Tesla and a few Chinese names, look at the road ahead for oil prices and natural gas and breakdown the macro calendar for the week ahead, with Italian politics a key focus in January and the reaction to US data this week setting the tone as long US treasury yields remain stubbornly rangebound. 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