Today's slide deck: https://bit.ly/3LvaJ0F   -

Today we look at the US Nasdaq 100 index trading up against the "final" major resistance level as markets enthused yesterday on supposedly hopeful developments in Ukraine-Russia peace talks. We note that the commodity markets are the most important to watch for the reaction function, with no real change to the status quo after yesterday's volatility. Also, we note quarter-end effects possibly already in full swing here, key equity stories, including Apple eyeing all time highs on its hardware subscription plans and much more. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.

Intro and outro music by AShamaluevMusic