Today, as the headline US equity indices finally paused for breath after their recent steep run-up, a run-down of incoming earnings today and tomorrow and single stock stories of note. Also, a reminder that the next 24 hours or so are critical for the degree to which headline risk is set to pick up from the Middle East as the US and Iran are meant to meet in Islamabad. Also, a look at macro and FX moves and what to look for in the Fed Chair nomination hearings for Kevin Warsh today. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.

Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release).

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What to look for in Warsh nomination hearings as US-Iran talks also in focus.