Today's slide deck: https://bit.ly/3PVmpvg -
Today we offer our latest musings on Fed Chair Powell's speech at the Jackson Hole Fed conference today and whether Powell is ready to wax as hawkish as some of his colleagues on the Fed, with the bar somewhat high to impress still very easy financial conditions, perhaps. We also look at the latest on natural gas volatility risk, also due to vastly higher weighting in commodities funds, the contribution and importance of earnings as an inflation drive, FX themes and 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