Today's slide deck: https://bit.ly/3zFEs0R -
The ugly sell-off in Chinese stocks deepened again in late Asian trading after trying to hold a line of support earlier in the session, as the Chinese crackdown on key online companies and industries has lead to an exodus of investors, among those Cathie Wood of the popular Ark Innovation ETF, who announced that she has virtually eliminated Chinese stocks from the funds holdings. The disconnect with US equities, which closed again yesterday near the all-time highs is stark and perhaps unsustainable as the very largest of US companies are set to report in coming days. Key FX stories and pivotal questions as we exit this month also on 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
Thoughts on the Market
Real Vision: Finance, Business & The Global Economy
Mining Stock Education
Squawk on the Street
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