Today's slide deck: bit.ly/3j48B18 -
Today we look at the fresh slide in the US equity market and concerns that stimulus wont be forthcoming before the election, have a look at FX stories driving GBP volatility and AUD weakness, and focus on European sovereign debt, as Italian bonds have been the trade of the year for more liquid sovereign bonds and where the longest BTPs could be set for further outperformance if the EU is indeed having its "Hamilton moment". Today with Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Markets rolling over despite $1.9trn stimulus plan and dovish Powell
Pondering the post-Covid potential.
US yield rise moderates as USD wilts. Grains exploding.
Social media companies a drag on US equities. Tesla versus NIO.
Markets stumble into a new week. Ferocious volatility in crypto space.
Notes of caution after another surge of optimism
Market shrugs off the mob on Capitol Hill, toasts the stimulus checks
Blue Wave Lite washes over markets
Nervy start to the New Year
Markets have reflation on the brain as 2021 bolts out of the gates
Special Edition: Fixed Income Outlook 2021
Interesting divergences despite overall cheer
We continue to urge caution. Alibaba taken down by stern message on Ant Group.
Special Edition: Commodity Outlook for 2021
Special Edition: Equity valuation and interest rate sensitivity
Zany day across markets highlights volatility risks
Special Edition: Saxo's Outrageous Predictions for 2021
Covid-19 mutations cast a cloud. We urge general caution.
We still think bullish sentiment looks stretched
Fresh "everything up" (except US treasuries) surge post-FOMC
Real Vision: Finance, Business & The Global Economy
The Dave Ramsey Show
The Clark Howard Podcast
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