Today's slide deck: https://bit.ly/3LvaJ0F -
Today we look at the US Nasdaq 100 index trading up against the "final" major resistance level as markets enthused yesterday on supposedly hopeful developments in Ukraine-Russia peace talks. We note that the commodity markets are the most important to watch for the reaction function, with no real change to the status quo after yesterday's volatility. Also, we note quarter-end effects possibly already in full swing here, key equity stories, including Apple eyeing all time highs on its hardware subscription plans and much more. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Market complacency and the 2008 parallels.
Market is not ready for stagflation
Yield pop elicits complacent shrug from equities
Taiwan tensions and a possible market pivot
Financial conditions in the driver’s seat
Careful what you wish for, market.
Market indulges in risk-on after weak Powell pushback
Leaning against the market’s lean into FOMC
VIX below 25 with this backdrop? You must be kidding...
Huge week ahead on earnings and Fed guidance
USD breakout, commodities plunging, and equities love ’junk’
RBA hikes and inflation trades are back
Recession fears are pulling commodities and bond yields lower
Diving commodities prices the driver.
Regime shift in volatility. EU NatGas woes mount.
Market rips into reverse. Evening star on Nasdaq 100.
Eyeing quarter-end as next test for this market
Technically and seasonally pivotal week ahead
Yield plunge lifts equities out of the abyss
Don’t look now, here comes coal!
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