Today's slide deck: https://bit.ly/3DT9yoT -
Today we continue to voice concerns about the state of this market, even as we note the increasingly risk-on stance in currencies and a fresh rush higher in Japanese equities overnight on the news that Prime Minister Suga is set to resign. A look at global and particularly US equity market valuations underlines our point on concerns for longer term returns, and even shorter term ones as September is historically a weak month. A look at today's US jobs report and treasury market reactivity, commodities performance and more also on the pod, which features Peter Garnry on equities, Ole Hansen on commodities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
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.
Consolidation, correction or crash?
Markets are skating on very thin ice
US treasury yields, fiscal outlook and debt ceiling concerns top the agenda this week
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