Podcast: Commodities rout points to recession fears

India's RBI Keeps Repo Rate Unchanged Amid Tomato-Driven Inflation Surge

Summary:  Today we note the whiplash-inducing turnaround in sentiment after yesterday's squeeze higher in US equities failed to spark any new positive tone in Asia, where an ugly slide in risk sentiment unfolded overnight, led by a steep sell-of in South Korean equities, as the country and its markets are at the intersection of many interesting themes. Elsewhere, an acceleration of the negative momentum in key commodities suggest that market is beginning to call a recession. Stocks to watch, the macro calendar, currencies and more also on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.


Listen to today’s podcast - slides are also found via the link

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India's RBI Keeps Repo Rate Unchanged Amid Tomato-Driven Inflation Surge

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