Far more noise than signal here

Today's slide deck: https://bit.ly/3yJOhg3   -

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Today we look at another zany session on Wall Street yesterday, where we suspect that heavy derivatives related exposures are creating a lot of noise and little signal. Meanwhile, we are curious to see if we can pick up the signal from incoming company earnings,  as we highlight the next important companies to report this week as earnings season hits full stride. Interesting FX stories, including the latest thoughts on sterling, and more on today's pod, which features Peter Garnry on equities and John J. Hardy hosting an on FX.

Intro and outro music by AShamaluevMusic