Today's slide deck: https://bit.ly/3hPxIFm -
Today we look at the implications for value versus growth stocks, particularly if the Fed has so far failed to more forcefully signal its interest in yield curve control after the major Powell speech last week. We also look at the US dollar, individual stock and commodity stories and a busy macro calendar for the week ahead. Today with Ole Hansen on commodities, Peter Garnry on equities and hosting and on FX, John J. Hardy.
Market comeback may not extend for long
Sentiment comeback broadens ahead of ECB meeting
US equities rebound, but backdrop not fully on board with sentiment shift
Market holds breath after testing pivotal levels
This week must answer the question: consolidation or correction?
Market adrift despite max support from Fed this week.
Gold stirring? Market unwilling to take a stand on inflation.
US CPI shocker - is it enough to shift the narrative?
US banking giants set to report. August as a pivotal month.
Lousy market breadth as earnings season gets underway
A strange week in financial markets smelling of summer noise
How low can US yields go as China steps up stimulus?
US yields drop on oil plunge fueling Nasdaq 100 to new all-time high
The inflation fear is still alive with surging oil and natural gas
Today the last best chance to avoid the summer doldrums?
A new quarter dawns after Fed repo facility nearly hit $1 trillion
Will US jobs data challenge the narrative?
Fading inflation fears boost risk appetite. Note quarter end up tomorrow.
Bubble stocks, OPEC+, quarter-end and US jobs data on the radar this week
Aggressive risk on ahead of US inflation data
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