Today's slide deck: https://bit.ly/2VqNyfU -
Today we highlight the sudden rise in US yields that deserves perhaps the most attention of any market development, as rising yields are a strong challenge to growth stock valuations for stocks that have proven such outperformers in recent market history. We also look at the US stimulus package news that may be behind yesterday's treasury sell-off and the plunge in the US dollar. A look at gold and oil positioning and the future of energy demand also on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Cognitive dissonance as super-strength US data sees treasuries rally
Coinbase fizzles from strong starting point.
Buy-the-fact on hot US CPI boosts bubble stocks. Coinbase IPO incoming.
Are global stocks set for negative real returns for the next decade?
Big week ahead for earnings, politics, treasuries and macro data
Flying high, but spotting a few fiscal clouds on the horizon
FOMC dials up the dovishness. Can US get global minimum tax done?
Global markets potpourri and bitcoin thought bubbles
DAX overheating? What are US treasuries saying about strong US data?
Featuring Steen Jakobsen and the view from 10,000 feet.
US yield rise hogging the market bandwidth. But junk is staggeringly resilient.
Pondering Archegos risks. Important week for macro data, quarter-end.
US equities stepped away from the brink. We need to talk franc-ly.
That was ugly. Does it get uglier still?
Asian malaise is not getting enough attention
Mashed kiwi for breakfast.
Can markets regain their calm?
Rising yields bite again. Gold revival brewing?
FOMC flashes green light. US treasury yields flash red.
Fed has a tough task at possibly pivotal FOMC meeting
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