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

Today we break down last week's remarkable comeback in global equity markets, although one that still leaves many prominent sectors down on the month-to-date. An extra focus on commodities today as the trauma suffered in the markets after the Russian invasion of Ukraine triggered not only tremendous volatility, but a significant reduction in open interest. The US dollar is also at a pivotal spot after last week's action. This and more in today's pod, which features Ole Hansen on commodities and John J. Hardy hosting and on FX.

Intro and outro music by AShamaluevMusic