Episodes
Monday Nov 21, 2022
Zero Covid threat refuses to go away
Monday Nov 21, 2022
Monday Nov 21, 2022
Today's slide deck: http://bit.ly/3Vd3jnt -
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Today we look at downbeat sentiment on the latest concern that the reopening trade in China isn't going to happen any time soon with the first official deaths from Covid there in months reported. Elsewhere, we look at tight inverse correlation between risk sentiment and the US dollar and positioning in the US FX futures market, the holiday-shortened week in the US, gold, copper & crude oil, incoming earnings including Dell and Zoom Video, the macro calendar for this week (including the US Thanksgiving holiday) and much more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic