When geopolitical fear levels fade, CB expectations quickly spring back.
Today's slide deck: https://bit.ly/3p5rTZJ -
Today we look at the market trying to find its feet as the Western sanctions against Russia's latest moves in the disputed eastern Ukrainian regions were seen as relatively measured. At the same time, central bank tightening expectations are picking up quickly again and the US yield curve has re-flattened sharply. Elsewhere, we look at the risks of sustained market volatility, high EU energy and power prices as far as the eye can see, gold, agricultural commodities, equity earnings in focus and much 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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