Summary: Today we look at a slight divergence in reaction patterns across markets after a weaker than expected core PCE inflation reading and ISM Manufacturing survey in the US pushed treasury yields and the US dollar lower, but failed to support further equity market upside. Elsewhere, we round up interesting earnings reports from yesterday, discuss silver technicals and the crude oil and natural gas outlook, today's November US jobs report and more. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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Source: https://www.home.saxo/content/articles/podcast/podcast-dec-2-2022-02122022
