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

Today we discuss the further rush of buying into month- and quarter-end on Friday that took the US S&P 500 index to a new high for the cycle, with Japan following suit to open this week after a strong Tankan survey. A look at the liquidity conditions that are supporting the move of late as well and whether these are set to continue, with the next test for markets either from the long end of the yield curve (which has teased the upper range of late and will be watching the heavy data calendar this week) or in the strength or lack thereof in the upcoming earnings season. Elsewhere, we look at the most extreme relative moves in corn and soybeans in modern memory, crude oil, AUD ahead of tomorrow's RBA meeting and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.

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Intro and outro music by AShamaluevMusic