Lower real rates support TINA narrative for stocks
Today's slide deck: https://bit.ly/3kDi03f -
Today we look at how the US equity market finished on a strong note despite the hot US CPI print last week bringing Fed rate hike expectations forward and the latest US sentiment survey suggesting that consumer sentiment is in the dumps. We also look at the earnings highlights for the week ahead, particularly for important Chinese names, the latest on energy prices, especially the natural gas situation in Europe and the escalating geopolitical situation on the EU's borders and in Ukraine and more. Today's pod 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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