Inflation is not going away. Earnings season incoming.

Link to slide deck: https://bit.ly/3UBoG2W   - Today we look at the choppy reception of the US March CPI figures and evidence that inflation remains a problem, with the risk that energy prices re-aggravate the inflation story in coming months as oil breaks higher. The US dollar is on its knees and breaking lower - a situation that could extend here. We also look at key stocks to watch, including the great news from luxury giant LVMH and preview the coming attractions for this earnings season set to kick off on Friday. Today's podcast features Peter Garnry on equities and John J. Hardy hosting and on FX.  Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here. Click here to open an account with Saxo   - Intro and outro music by AShamaluevMusic