Today's slide deck: https://bit.ly/2VdLY47 -
Today's pod features Saxo CIO Steen Jakobsen as we run through the factors driving Chinese equities into their recent nosedive and the implications for EM trade allocations and the implications for Chinese policy from here. We also preview today's FOMC meeting and why the Fed may be ready for a far more dramatic pivot toward hinting at a tapering of asset purchases sooner rather than later, a development that is far outside of market consensus, which looks complacent in expecting no change from the Powell and company the meeting late today. Today's pod hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic
US treasury yields, fiscal outlook and debt ceiling concerns top the agenda this week
Spike in long yields grabs the spotlight. Huge week ahead.
Hawkish FOMC at the margin, but market focus elsewhere
What if the FOMC meeting doesn‘t really matter?
Was that the capitulation or more to come?
We are in the event horizon of a market correction
High stakes on FOMC week ahead as US yields, USD poke back higher.
Contagion in Chinese property sector. US dip-buyers take a stand.
Risk sentiment increasingly on tilt ahead of options witching this Friday
Holding breath for US August CPI print today
Market stumbles into a new week. Apple in trouble?
Yields drop on ECB, US T-bond auction. Eyeing India
Market rout deepens. ECB to underwhelm?
Market looks increasingly unsettled. Are rising US yields a trigger?
ECB to lead Fed? Possible mischief if US 10-year yields break higher.
Japan flying high. Supply chain risks multiplying.
Is this the final melt-up of the cycle?
Equities dip, but FX points to fresh risk sentiment boost
Chinese equity rebound boosts global sentiment, even as we remain in defensive stance
Equities accelerate beyond trend, not always a good thing
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