Today we look at Fed Chair Powell's speech outlining the Fed's new policy stance and the ensuing market churning and lack of strong conclusions we can draw from the new "flexible average inflation targeting" regime. Elsewhere, JPY on the move early this morning as Japan Prime Minister Abe is set to resign. More equity and commodity topics on the call. Today with Ole Hansen on commodities and John J. Hardy hosting and on FX.
Markets are skating on very thin ice
US treasury yields, fiscal outlook and debt ceiling concerns top the agenda this week
Spike in long yields grabs the spotlight. Huge week ahead.
Hawkish FOMC at the margin, but market focus elsewhere
What if the FOMC meeting doesn‘t really matter?
Was that the capitulation or more to come?
We are in the event horizon of a market correction
High stakes on FOMC week ahead as US yields, USD poke back higher.
Contagion in Chinese property sector. US dip-buyers take a stand.
Risk sentiment increasingly on tilt ahead of options witching this Friday
Holding breath for US August CPI print today
Market stumbles into a new week. Apple in trouble?
Yields drop on ECB, US T-bond auction. Eyeing India
Market rout deepens. ECB to underwhelm?
Market looks increasingly unsettled. Are rising US yields a trigger?
ECB to lead Fed? Possible mischief if US 10-year yields break higher.
Japan flying high. Supply chain risks multiplying.
Is this the final melt-up of the cycle?
Equities dip, but FX points to fresh risk sentiment boost
Chinese equity rebound boosts global sentiment, even as we remain in defensive stance
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Real Vision: Finance, Business & The Global Economy
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