Commodities breaking up. Fed policy as cycle end looms.

Link to slide deck: https://bit.ly/44C0Yrk   -

Today features Saxo CIO Steen Jakobsen as we discuss the break higher in commodities that will likely eventually challenge the assumption of ongoing disinflation. We also ponder what today's FOMC meeting will bring relative to market expectations, and more importantly what the Fed is trying to accomplish as this cycle plays out into an eventual recession. We also look at the woes Europe faces here and the impossible task for the ECB. This and more on today's pod, which is hosted by John J. Hardy.

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Intro and outro music by AShamaluevMusic