Today's slide deck: https://bit.ly/35YtqaL -
Today, a look at the best Inauguration Day performance for US stocks since Reagan's re-election in 1985, a run down of BIden policy priorities, a status check on the earnings season thus far, a discussion of our equity theme baskets for green energy and next generation medicine, the odd dissonance of still low long rates despite the narrative and much more. Today's call with Peter Garnry on equities and John J. Hardy hosting and on FX.
US technology stocks enter correction territory
Inflationary pressures continue to add havoc to equities
Nasdaq 100 is hitting inflection point as US interest rates spike
The cooker pressure is on amid higher oil prices and US interest rates
The tug of war between interest rates and growth
Market cross-currents are intensifying.
Big dollar breaks down after latest cycle high in US CPI
Mean reversion, check. Now what?
Turnaround Monday as sentiment makes a stand
Entire US yield curve lifting and geopolitical nerves weighing
December US jobs report today, earnings season next week
Hawkish Fed has the market in its talons
In the great EV battle, a graveyard of casualties awaits
US yields surge on first trading day of 2022
Looking for a very different year ahead in 2022
Thanks for a fantastic 2021! (And some cautious notes on markets in 2022)
Crude oil and US dollar setup ahead of the New Year
Equities aboard Santa’s sleigh, but yield curve predicting storm ahead?
The setup for 2022
Will the positive market spirit extend into the holiday?
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