Today's slide deck: https://bit.ly/3hU8Iy7   -

Today we look at a robust bounce in risk sentiment on arguably rather dubious triggers yesterday, as oil prices plunged over 20 dollars at one point, the bottom fell out of gold, and the euro and European equities sharply extended their bounce from cycle lows earlier this week. We also preview today's ECB meeting, look at the potential impact on green transformation stocks and EU sovereign bonds from the new EU fiscal push, discuss rising yields and credit spreads, and much more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, and John J. Hardy hosting and on FX.

Intro and outro music by AShamaluevMusic