Today's slide deck: https://bit.ly/3bjKuuN -
Today we unpack what unfolded yesterday, as Fed Chair Powell failed to provide the reassurance that the market was looking for on the recent sharp rise in Treasury yields, and ponder what happens next. The equity market lurched into a broad decline, led once again by the most speculative and yield-sensitive stocks, the USD spiked and treasuries closed at their highest yield levels for the cycle. Elsewhere, we look at why oil spiked higher on the same day, as markets provided a heady mix of developments, with another nervous day for markets likely ahead. On today's call were Peter Garnry on equities, Ole Hansen on commodities 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?
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