Today's slide deck: https://bit.ly/3bvR8Oc -
Today we look at the US dollar biting the dust as real US yields continue to decline and the long end of the US yield curve remains quiet despite fireworks elsewhere of late. Also, a look at interesting signals out of Europe, where optimism remains high, yields are pushing on cycle highs and Hungary surprised with an indication that it may hike rates as early as next month. Commodities markets are also in focus on Chilean election news and gold ripping to new highs on the US real yield story. Sterling, equity valuation perspectives, earnings, and the economic calendar ahead also on the call. Today's pod are Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Soft CPI revives risk rally, but treasury reaction creates dissonance.
When is the great disinflation bet derailed?
Bears finally get a hook
The market is not for turning
Market complacency and the 2008 parallels.
Market is not ready for stagflation
Yield pop elicits complacent shrug from equities
Taiwan tensions and a possible market pivot
Financial conditions in the driver’s seat
Careful what you wish for, market.
Market indulges in risk-on after weak Powell pushback
Leaning against the market’s lean into FOMC
VIX below 25 with this backdrop? You must be kidding...
Huge week ahead on earnings and Fed guidance
USD breakout, commodities plunging, and equities love ’junk’
RBA hikes and inflation trades are back
Recession fears are pulling commodities and bond yields lower
Diving commodities prices the driver.
Regime shift in volatility. EU NatGas woes mount.
Market rips into reverse. Evening star on Nasdaq 100.
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