Another day of quiet trading across the "markets" as the bond market, the POSX, CDG and CDS were all mostly UNCH on the day. That sort of quiet trading may continue tomorrow, as well, before some important economic datapoints hit on Thursday and Friday.
But a quiet trading day does not make for an uneventful podcast. Prices may be dull but the world isn't and there's a lot to discuss so please try to give this podcast a listen as assess where we are through the first eight weeks of the year, how the script has flipped and why it may soon flip back.
For today, these two...
