What is driving equity market higher and what might slow progress
Today's slide deck: https://bit.ly/3jCo23B -
Today we look at the US market finally stumbling slightly yesterday after its torrid recent pace of gains and we dissect some of the market logic that might be continuing to drive the market higher despite rising rates as well as factors like earnings deceleration that could hold the market back from here. A run down of key developments in commodities, FX, earnings releases yesterday and those ahead for today and more on 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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