Today's slide deck: https://bit.ly/35IPhFW   -

Today we look at markets trying to maintain a positive mood despite the terrible realities on the ground in Ukraine, the widening rush by companies to disassociate themselves with Russia, signs of systemic risk cropping up in the banking system, the commodity focus in FX, a warning for the crypto crowd, whether markets are justified in marking the Fed terminal rate lower as Fed Chair Powell set for two days of testimony before Congress tomorrow and Thursday in the wake of tonight's State of the Union address and 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