Today we look back at another ugly US session yesterday as a comeback attempt was erase, although sentiment has improved in Asia slightly, in part on somewhat confusing Evergrande news. We also cover the latest developments in energy and industrial metals, whether the FOMC even really matters for this market with so many other irons in the fire, FedEx and Adobe results and the challenges for companies operating in the physical world due to challenges with supply chains and labour and more. Today’s pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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