Today's slide deck: https://bit.ly/3zxvuCZ -
Today we check in with Saxo CIO Steen Jakobsen for his thoughts on where we are in terms of market sentiment, the implications of what the ECB is signaling and doing after yesterday's meeting, the latest on the risk that volatility picks up beyond the end of this month, conviction on the non-transitory nature of the recent inflation pick-up and more. John J. Hardy hosts today's pod.
Intro and outro music by AShamaluevMusic
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