Today's slide deck: https://bit.ly/3pXCvcO -
Today we preview tomorrow's FOMC meeting and scratch our heads a bit at what the market is telling us about what it thinks is coming from the Fed, both in terms of the guidance that will be provided tomorrow, but also how it is reading the longer term Fed policy trajectory. A look at key equity stories and much more also on today's pod, which features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Yield plunge lifts equities out of the abyss
Don’t look now, here comes coal!
Commodities rout points to recession fears
BoJ losing control. Geopolitical risks for Tesla.
Can bears go into hibernation for the summer?
The BoJ is not for turning.
FOMC pump deflating fast. SNB beats ECB to the punch
Three days that could shake the world
A new market low, but we have yet to see a panic phase
Very very heavy
The unbearable tightness to be?
A pivotal ECB meeting today. Watching CNHJPY.
Yen drop is outstripping fundamentals
Yen spinning into the abyss on rising global yields.
Equities climb wall of inflation, yield rise worries
Yields jump back higher, curbing market enthusiasm
Cue QT as US yields the focus across markets through Friday US data
Crude awakening, Biden summons Powell to Oval Office
Where does this squeeze get a nosebleed?
Special Edition: Are we set for one of the great bear markets of the century?
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