Equities aboard Santa’s sleigh, but yield curve predicting storm ahead?

Today's slide deck:  https://bit.ly/3HiNuoe   -

Today we put the year of 2021 in equities in perspective and question whether 2022 will bring a very different return profile. As well, we try to pick apart what the US yield curve is telling us about inflation or other areas of concern entirely, specifically that the Fed can only go so far before triggering the next panic that then requires that they ease. Specific equity stories, USDJPY seasonality, energy developments and more also on today's pod, which features Peter Garnry on equities and John J. Hardy hosting and on FX. 

Intro and outro music by AShamaluevMusic