Slicing and dicing the NFP knee-jerk. Steelmakers for the win?
Today's slide deck: https://bit.ly/3hioqnE -
Today we look at the Friday NFP payrolls change shocker and to what degree it deserved the knee-jerk reaction it got, noting that it is very important to focus on the interesting change to the US yield curve in the wake of the data release. Elsewhere, we look at whether steel stocks are set to take over e-commerce stocks from the pandemic lows as industrial metals prices roar. USD, sterling and JPY thoughts and earnings and macro preview for the week also on the call. Today with Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
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