Market in goldilocks mode, with massive earnings week ahead.

Link to slide deck: https://bit.ly/3KVuJMl   -

Today we look at the market posting a strong session as US data was benign and as the US dollar rolled over to new cycle lows. Hard to read too much into local price action, however, as we await the Q1 earnings season kick-off today with the large US banks reporting and a heavy earnings calendar next week. We also delve into metals and commodity performance generally here, the end of the EuroDollar futures market as SOFR futures take over, the macro calendar for the week ahead and much more. Today's podcast 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