Today's slide deck: https://bit.ly/3p54XZy -
Today we look at the low energy wind-down to the action in May as the US is out on a holiday, while noting that very low volatility is providing an attractive opportunity for hedging risk as we are entering a very critical time frame in coming months on the inflation question and to what degree it is transitory and whether the market is too complacent on the Fed's potential to shift if it isn't. A rundown of key commodities and equity theme baskets and the big move in the CNY and more on the call. On today's pod were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Tesla melt-up pulls entire market higher
This market climbing a wall of major worries
Special Edition: Interview with Ark Innovation‘s Cathie Wood, Part 2
Special Edition: Interview with Ark Innovation‘s Cathie Wood, Part 1
Stagflation is already here
Central banks expectations find new gear, but Fed is behind the curve
Energy is building towards...what?
Market goes vertical
A possible key reversal day for markets
US CPI, FOMC Minutes and Chinese PPI on tap
This market still looks very complacent
Special Guest: Tor Svelland
It‘s getting very expensive out there
Oops - if only it were so easy
Relief rally on deflation of clear and present danger.
A pressure cooker of rising energy prices, rising USD and rising yields.
Has equity market sell-off really even started?
US-China trade relationship shifts back to the front burner today
Only binary outcomes as we have crossed beyond the volatility event horizon.
Strong USD makes a loud break higher still.
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