Today we look at a rocky session in the US, even if the session managed to stabilize into the close, cast a nervous eye on the China Evergrande story, break down where to focus on the US CPI release today, especially for the impact on the treasury market, look at a massive squeeze on uranium and what is driving it, look at next steps for UK Gilts and EU sovereigns, the outcome of the Norway election, the latest for EURUSD and Aussie crosses and 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.
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