Today's slide deck: https://bit.ly/3qzmCbN -
Today we are pleased to have Saxo CIO Steen Jakobsen on to take us through his view of the lay of the land across markets, especially his views on the Fed and its misplaced assumptions about the economy and the effects of its policy mix. We also look at why the Fed will eventually have to move to a yield-curve-control policy, but whether it is able to without an ugly correction or hiccup in risk sentiment in markets first. The curious struggles of gold and more are also on the agenda. With John J. Hardy hosting.
Growth concerns put a dent on markets
Equities race higher despite softer China PMI figure
A strong sense of foreboding
FOMC taper talk underwhelms, but....
Market not ready for taper talk at tonight's FOMC
Unease as Chinese market rout deepens
A volatile week ahead?
Market comeback may not extend for long
Sentiment comeback broadens ahead of ECB meeting
US equities rebound, but backdrop not fully on board with sentiment shift
Market holds breath after testing pivotal levels
This week must answer the question: consolidation or correction?
Market adrift despite max support from Fed this week.
Gold stirring? Market unwilling to take a stand on inflation.
US CPI shocker - is it enough to shift the narrative?
US banking giants set to report. August as a pivotal month.
Lousy market breadth as earnings season gets underway
A strange week in financial markets smelling of summer noise
How low can US yields go as China steps up stimulus?
US yields drop on oil plunge fueling Nasdaq 100 to new all-time high
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