Are markets too calm? Will FOMC play ball with market expectations?

Link to slide deck: https://bit.ly/3yVYfei   -

Today we look at the eerie calm across markets after the two consecutive weekend interventions to deal with systemic risks from failing banks. We also discuss whether the FOMC will be willing to market its forecasts anywhere near where market expectations have shifted in its forward guidance at tomorrow's meeting, look at copper, natural gas and platinum, stocks to watch, including Amazon, where we wonder if activist investors could soon make an appearance and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.

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Intro and outro music by AShamaluevMusic