Today's slide deck: bit.ly/37B1hHc -
Today we talk about this week's biggest event which is today's US CPI report for July which could become a game changer for the market if it shows that inflation is accelerating or remain more sticky than expected. This could extend the rally higher in US yields and strengthen the USD and potentially hurt technology stocks short-term. We also touch on earnings from Vestas and Unity, and commodities such as oil and copper. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.
Intro and outro music by AShamaluevMusic