Today's slide deck: https://bit.ly/2OuwHJ0 -
Today we look at the positive correlation between equities and treasuries after Wall Street tried to piece together a strong close to last week after a large intra-week sell-off. But the comeback attempt is crumbling suddenly as the week gets underway, with US treasury futures selling off again and the US dollar firming broadly. Elsewhere, we look at the further spike in oil, delve into FX levels and correlations, preview the week ahead in equity earnings and macro event risks and much more. On today's call were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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
Powell waxes maximum dovish at Jackson Hole, but how long will it matter?
Novel approach to hedging downside risk.
Sector-picking the Chinese market. Yields on the move ahead of JH.
Danger lurks beneath the too-tranquil surface
Market rips higher on, well, what exactly?
Dip buyers on the rampage as we head for Jackson Hole
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Thoughts on the Market
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