Today's slide deck: https://bit.ly/2YW7DzC -
Today we look at the wave sent out by the US dollar and US yields poking back higher on a strong US Retail Sales report for August, even if the move was modest and the 10-year benchmark remains rangebound. Also, the latest on freight shipping rates, natural gas, China's Evergrande contagion risk, impact of Chinese policy shift on European luxury goods makers and much more. Today's pod features 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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