Today's slide deck: https://bit.ly/2ZIlhDZ -
Today we look at the positive session in US equities yesterday and note the return in full force of Tesla options speculators, who traded staggering volumes of call options yesterday. We also look at whether European equities remain underappreciated, note interesting developments in the JPY, preview this evening's FOMC meeting and more. Today with Peter Garnry on equities and John J. Hardy on FX.
Vol strategies when bonds fail to act as safe haven in this turbulent market.
Risk sentiment getting shaky. JPY rattling currency market.
Ugly day for US and Europe ahead of major US earnings haul
Earnings reports galore ahead of Election Day next Tuesday.
Intel dives after hours, US yields in focus, hedging US election in FX
JPY wakes up, US market at pivotal levels, TSLA smashes it out of the park
US yields spike, Alphabet anti-trust, why the strong CNY?
A disappointing session - stimulus or Covid concerns?
Earnings season revs up, US stimulus question remains
Market wants stimulus. Zooming in on Zoom options activity.
Equity slide continues. Italian BTPs for the win?
USD fights back. Sterling in focus on Brexit talks deadline.
US stock market acceleration: destabilizing like last time?
Market guns for stimulus, China taps brakes on CNY
Special Edition: Q4 2020 Outlook - The US election and everything gone all K-shaped
The market sees the glass as half full.
Market in a happy place. Wheat hits multi-year highs.
Trump tweet storm against further stimulus talks sets markets on edge
Yield spike demands our full attention
Earnings fundamentals, inflation and Trump's health