It‘s getting very expensive out there
Today's slide deck: https://bit.ly/3AuW5Ao -
Today we look at commodity inflation pressures dominating the agenda ahead of what could prove the most interesting earnings season in years as companies will have to discuss pressures on operations from ongoing supply chain disruptions and the risk of sustained prices rises in operational costs from energy prices and even wage and yield pressures. We also pick apart the US September jobs report, where the headline weak growith in payrolls does not reflect a weak jobs market, and where a fresh surge in average hourly earnings suggest wage pressures a rising. FX, the crude oil price impact on fertilizer and more discussed on the today's pod, which features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
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