Episodes

Monday Jun 07, 2021
We're not buying the narrative driving the "Goldilocks data" pump
Monday Jun 07, 2021
Monday Jun 07, 2021
Today's slide deck: https://bit.ly/3ck3Kbt -
Today we look with a jaundiced eye on the market reaction Friday to what could arguably be dubbed "Goldilocks" nonfarm payrolls data, which came in sufficiently strong to suggest robust jobs growth, but slightly weaker than headline expectations, and thus less likely to bring forward a Fed tapering message, etc... Also on the call, a look into commodity performance, the enormous capital destruction in oil companies, the nervous wait for the June 16 FOMC meeting and more. On today's pod were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Version: 20221013
Comments (2)
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Excellent presentation, connecting many dots from world's resent data accompanied by valuable insights.
Monday Jun 07, 2021
Great
Monday Jun 07, 2021
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