Today's slide deck: https://bit.ly/3DEj2CP -
Today we look at the US treasury yields in the wake of yesterday's action as omicron variant concerns fade further, especially whether the longer end of the yield curve is set to set considerably higher as the Fed moves into a hiking regime next year, as has been the case in cycles past. Thoughts on credit, key equity stories, whether EURUSD can make a turn here, the remarkable dispersion in equity market and energy market forecasts for next year, Europe's ongoing energy crunch and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic