Does Fed have any choice but to push back against the rally?

Today's slide deck:  https://bit.ly/3zwNPT2   - Click here to open an account with Saxo  - Today we look at another jump in sentiment overnight as the RBA maintains its slow pace of tightening, increasing the drumbeat of expectations that central banks are set to ease off the policy tightening gas. But with risk sentiment having roared off the lows and financial conditions rapidly easing in the US, will the Fed have any choice but to stay on message and push back against this market rally? Elsewhere, we look at oil and natural gas, uninspired gold, stocks to watch as earnings this quarter are underperforming expectations, the increasingly busy macro calendar ahead and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting an on FX. Intro and outro music by AShamaluevMusic