Today we look at the remarkably complacent equity market as the VIX drops back toward cycle lows and the broader US market touches all time highs even as the market prices the Fed to move its rate hike lift-off significantly earlier after comments on Friday from Fed Chair Powell that suggested the Fed is seeing the need for readying policy for a “range of outcomes”. We preview this busiest of earnings season weeks, the mounting pressure on inflation from commodities, why the US dollar didn’t get more support from Powell’s comments and much 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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