Podcast: Focus on inflation ahead of Biden inauguration

Podcast: Focus on inflation ahead of Biden inauguration by Michael McKenna
Today, we dive into the important subject of inflation and how central bank and fiscal policy moves during the Covid pandemic, together with supply disruptions and demand recovery, are driving near term inflationary risks. Also, thoughts on one aspect of the incoming Biden administration that may not bet receiving enough focus: oversight. Today’s call with 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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Topics: Podcast Forex Equities Commodities Macro Nasdaq EURUSD Gold Crude Oil US Election