Today's slide deck: https://bit.ly/3tvIeZ3 -
Today we look at the extension of the powerful boost to Japanese equities overnight after the announcement late last week that PM Suga intends to resign. We also discuss US treasury yields as a risk to this extremely risk-on market as a trio of important treasury auctions are set for this week after the Friday sell-off in treasuries despite a weak headline US August payrolls change number. In commodities, the focus is on multiplying supply side constraints in natural gas and metals. Today's pod features Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Special Edition: Interview with Ark Innovation‘s Cathie Wood, Part 1
Stagflation is already here
Central banks expectations find new gear, but Fed is behind the curve
Energy is building towards...what?
Market goes vertical
A possible key reversal day for markets
US CPI, FOMC Minutes and Chinese PPI on tap
This market still looks very complacent
Special Guest: Tor Svelland
It‘s getting very expensive out there
Oops - if only it were so easy
Relief rally on deflation of clear and present danger.
A pressure cooker of rising energy prices, rising USD and rising yields.
Has equity market sell-off really even started?
US-China trade relationship shifts back to the front burner today
Only binary outcomes as we have crossed beyond the volatility event horizon.
Strong USD makes a loud break higher still.
Consolidation, correction or crash?
Markets are skating on very thin ice
US treasury yields, fiscal outlook and debt ceiling concerns top the agenda this week
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