Today's slide deck: https://bit.ly/3ru4GAi -
Market suffered a volatile session to open the week yesterday, with a broad-based downdraft in risk sentiment across asset classes. While much of the damage was erased by the end of the day, the volatility is a warning sign that the market rally could be a bit fragile. We also look at key commodities and fixed income developments, as well as the bombshell news that Apple is looking into producing autonomous EV's. Today's call with Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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?
We have a new market conundrum on our hands
Thoughts on the Market
Real Vision Daily Briefing: Finance & Investing
The Rebel Capitalist Show
The Economist Podcasts
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