Today's slide deck: https://bit.ly/3vrzbIV -
Today we look at the market's confident stance ahead of a possibly pivotal FOMC meeting tomorrow, where the market is nervously awaiting the Fed messaging around the SLR issue as well as any possible adjustments to guidance and the "dot plot". The US treasury auction today and UK yields ahead of an interesting speech are also on our radar. Elsewhere we discuss Volkswagen's impressive roadmap and its intent to effectively take control of the EV market, as Tesla CEO Musk declares himself "Techno-king". Our travel stock basket and much more also on the call. Today's episode with Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
A strong sense of foreboding
FOMC taper talk underwhelms, but....
Market not ready for taper talk at tonight's FOMC
Unease as Chinese market rout deepens
A volatile week ahead?
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?
Mining Stock Education
Real Vision: Finance, Business & The Global Economy
The Delphi Podcast
The Ramsey Show
The Clark Howard Podcast
Copyright © 2006-2021 Podbean.com