Today we look across asset classes as the Nasdaq 100 stubbornly refuses to post new all-time highs, Asia frets the ongoing Covid impact – in New Zealand on the first new “community” case in six months that is triggering a nation-wide shutdown the day before an expected first rate hike of the cycle for the RBNZ, and in China on port shutdowns. Also, a look at key earnings reports for today, US and EU fixed income, Europe desperately short of gas, wheat prices spiking and much more. Today’s pod features Peter Garnry on equities, Althea Spinozzi on fixed income, 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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