Today's slide deck: https://bit.ly/2P6Q6jI -
Today we look at a "classic" episode of highly correlated risk-off across markets, as equities suffered another ugly session in the US, followed by an even uglier session in Japan on concerns of new Covid lockdowns there, while the USD, JPY and safe haven bonds enjoyed broad strength. Netflix results and guidance added to the negative energy and we look at incoming earnings elsewhere, as well as key signs of a budding political revolution in Germany that could change the face of Europe after the September election. Finally, we discuss a key nomination hearing today for "anti-trust icon" Lina Khan, who would join the FTC if approved. On today's pod were Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
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
The inflation fear is still alive with surging oil and natural gas
Today the last best chance to avoid the summer doldrums?
A new quarter dawns after Fed repo facility nearly hit $1 trillion
Will US jobs data challenge the narrative?
Fading inflation fears boost risk appetite. Note quarter end up tomorrow.
Bubble stocks, OPEC+, quarter-end and US jobs data on the radar this week
Aggressive risk on ahead of US inflation data
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