Today's slide deck: bit.ly/3bxTqew -
Today we try to sort through the market's condition after the trauma of late last week and ponder the implications of the FT's story on Softbank and its heavy new involvement in speculating in US tech names. Also a look at interesting moves on Friday in treasuries, key event risks for the week ahead and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
US market closing in on capitulation levels
Hawkish broadside from Powell roils markets further
Absurd headline risk for now as risk conditions are deteriorating
Knee-jerk conclusions are a dangerous thing
This couldn‘t have come at a worse time
Special Edition: Brent Donnelly of Spectramarkets
Temporary relief as dark clouds are gathering
The unbearable sensitivity to rising yields
A climax reversal for equities after Powell gets nod for a second term
US Thanksgiving week features key Wednesday event risks
Special Edition: The big picture w/ Steen Jakobsen
Divergences suggest at least tactical correction risk
Time to take off some risk
Watching whether Euro crisis waxes existential
USD rally extension would be a big problem.
Lower real rates support TINA narrative for stocks
Special Edition: Equity investing with Conor MacNeil
Tension all around
Gold is showing the way.
Too much fuss on Fed Chair nomination options?
Thoughts on the Market
Real Vision Daily Briefing: Finance & Investing
The Rebel Capitalist Show
The Economist Podcasts
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