Markets in 5 Charts – Week Ending 7/08/22

Watch this weeks review here: https://youtu.be/oJb2gzeIX6o

Major Headlines: US payrolls beat expectations in June, Putin warns of further energy turmoil in face of sanctions, former Japanese Prime Minister Abe assassinated

Muted reactions across three major asset classes on a shortened US trading week. Bit of reversion.

Commodities back up across the board. Energy and food make particularly sharp reversal.

More flattening in the US Treasury curve. 2-10 now inverted.

Inflation expectations leg up following better than expected job numbers in the US.

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