Today's slide deck: https://bit.ly/3kNtwXd -
Today we look at reflationary narrative and how it is holding up - or not, especially in the US treasury market, where the longest yields continue to fall. Also a look into the implications of US Treasury Secretary Mnuchin pulling the plug on emergency Fed lending programs, signs of stress in Chinese corporate debt, a fresh look at EV stocks like Tesla, NIO and Nikola and more. Today with Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.
Markets starting off Biden inauguration week on a cautious note
Markets rolling over despite $1.9trn stimulus plan and dovish Powell
Pondering the post-Covid potential.
US yield rise moderates as USD wilts. Grains exploding.
Social media companies a drag on US equities. Tesla versus NIO.
Markets stumble into a new week. Ferocious volatility in crypto space.
Notes of caution after another surge of optimism
Market shrugs off the mob on Capitol Hill, toasts the stimulus checks
Blue Wave Lite washes over markets
Nervy start to the New Year
Markets have reflation on the brain as 2021 bolts out of the gates
Special Edition: Fixed Income Outlook 2021
Interesting divergences despite overall cheer
We continue to urge caution. Alibaba taken down by stern message on Ant Group.
Special Edition: Commodity Outlook for 2021
Special Edition: Equity valuation and interest rate sensitivity
Zany day across markets highlights volatility risks
Special Edition: Saxo's Outrageous Predictions for 2021
Covid-19 mutations cast a cloud. We urge general caution.
We still think bullish sentiment looks stretched
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