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Thanks to @GeoffCutmore, @cnbcKaren & the #SquawkBox team for having me on this morning's show.
We discussed #bonds & #centralbanks, touched on #supplychains & talked of #Growth's vulnerability, #commodities' appeal.
Slide deck follows:-
1/14
We discussed #bonds & #centralbanks, touched on #supplychains & talked of #Growth's vulnerability, #commodities' appeal.
Slide deck follows:-
1/14
Is your box still backed up in port? How much does the onward haulage cost? What happens to #freight rates after #LNY/#Beijing2022?
2/14
2/14
