Today's slide deck: https://bit.ly/3rGd4iq -
Today we look at the strong rebound in risk sentiment as omicron covid uncertainty may be fading and as China appears to be firming up a commitment to supporting the economy. A look at junk debt also enjoying a rebound, at key equity stories for today, whether the USD may roll over soon after its recent bout of strength, the crude oil and coffee markets and much more. Today's pod features Althea Spinozzi on fixed income, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic