Today's slide deck: https://bit.ly/3eATigF -
Today, a heartfelt thanks to our growing tribe of listeners, who have well over doubled in number this year. In today's final podcast of 2021, we look at the remarkable performance of the US equity market over the last year and the last three years, noting that the this has been the strongest three-year performance in over twenty years and what that says about the likely forward return profile. Also, a look at crude oil, gold, the year in soft commodities, FX perspectives, the macro calendar for the first week of 2022 and more. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic