Today's slide deck: https://bit.ly/3bvR8Oc -
Today we look at the US dollar biting the dust as real US yields continue to decline and the long end of the US yield curve remains quiet despite fireworks elsewhere of late. Also, a look at interesting signals out of Europe, where optimism remains high, yields are pushing on cycle highs and Hungary surprised with an indication that it may hike rates as early as next month. Commodities markets are also in focus on Chilean election news and gold ripping to new highs on the US real yield story. Sterling, equity valuation perspectives, earnings, and the economic calendar ahead also on the call. Today's pod are Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic