Geopolitics headlines improve, but here comes fresh yield spike risk?
Today's slide deck: https://bit.ly/3gNULS0 -
Today, we look at the latest headlines from the Russia-Ukraine showdown improving the tone for risk sentiment as German Chancellor Scholz is in Moscow today for talks with Russian president Putin. We discuss the viciously flattening US and UK yield curves, the time window possibly closing soon for a Fed emergency rate hike, and where we are looking next for yields. We also note the deteriorating situation for credit, a vital component of financial conditions. The strength in gold, earnings and macro calendar and more in today's pod, which features Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
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