Link to slide deck: https://bit.ly/3nCn9gi   -

Today we look at the narrow slice of companies, especially the market cap heavyweights that are taking the big US indices higher, while we note that all does not look well beneath the surface. We also break down the somewhat incoherent market view on the Fed vs. equities, as Fed rate cuts later this year would seem to require a rapid deterioration of the economic outlook. A look at Tesla and CATL looking to build batteries in the US, Netflix news, the busy economic calendar for the week ahead and more. Today's pod features Peter Garnry on equities with John J. Hardy hosting and on FX.

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Intro and outro music by AShamaluevMusic