Today's slide deck: https://bit.ly/3aNeqi1 -
Today we look at the latest choppy session and the important day ahead, with the September US CPI print on tap later today, followed by the FOMC minutes as the Fed is set to taper at its next meeting, and then the important Chinese PPI up in Asia, an important global inflation benchmark. The oil market is still supported by natural gas prices at current levels and will watch the latest OPEC and IEA oil outlooks closely today. Copper, grains, GBP, Apple production woes on chip shortages, a look ahead at US financials and other companies report and more also on the call. 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