Slide deck:  https://bit.ly/3AufANr   -

Click here to open an account with Saxo

Recession fears are accelerating in markets pushing US yields down and Fed Funds futures are now pricing in an aggressive rate hike cycle until year-end before the Fed flips to cutting rates in 2023. Equities are responding positively in the short-term to lower interest rates but if a recession happens equities will continue to struggle. We also take a look at commodity markets and the negative signals about the economy that is coming from energy and industrial metals markets. Finally, we are talking about Tesla's Q2 deliveries declining q/q for the first time in two years. Today's pod features Peter Garnry on equities and Ole Hansen on commodities.

Intro and outro music by AShamaluevMusic