Today's slide deck: https://bit.ly/3rhAme1   -

Today, we look at the market squeezing higher into month-end yesterday, with the formerly most beaten down sectors performing the best, with a single day gain of nearly 10% for our "Bubble Stocks" equity theme basket. We remain on a cautious footing. Elsewhere, a look at a hot German CPI number helping drive significant moves in EU sovereign yields ahead of an important ECB meeting on Thursday, US yield curve flattening, the market curiously brushing off a very dovish RBA, stocks to watch today as earnings season barrels along and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, and John J. Hardy hosting and on FX.

Intro and outro music by AShamaluevMusic