Are investors ready for a critical week as China PPI flashes red alert?
Today's slide deck: bit.ly/2VGOmkg -
Nonfarm Payrolls on Friday surprised the market given the weak lead in from ADP on Wednesday. US interest rates shot higher denting US technology stocks while the broader market measured by the S&P 500 crushed higher. In other words, the value vs growth bet and interest rate sensitivity are back in town. Gold was knocked over by the jobs report closing lower on Friday and with thin liquidity in Asia and nervous gold traders the spot experienced a flash crash and a decline of 4.2% over little more than an hour. In today's podcast we also talk about this week's important US CPI report on Wednesday which together with the jobs report could make Jackson Hole later this month a pivotal moment in the post pandemic world. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.
Intro and outro music by AShamaluevMusic
Destruction unfolds beneath the surface in equities
US market closing in on capitulation levels
Hawkish broadside from Powell roils markets further
Absurd headline risk for now as risk conditions are deteriorating
Knee-jerk conclusions are a dangerous thing
This couldn‘t have come at a worse time
Special Edition: Brent Donnelly of Spectramarkets
Temporary relief as dark clouds are gathering
The unbearable sensitivity to rising yields
A climax reversal for equities after Powell gets nod for a second term
US Thanksgiving week features key Wednesday event risks
Special Edition: The big picture w/ Steen Jakobsen
Divergences suggest at least tactical correction risk
Time to take off some risk
Watching whether Euro crisis waxes existential
USD rally extension would be a big problem.
Lower real rates support TINA narrative for stocks
Special Edition: Equity investing with Conor MacNeil
Tension all around
Gold is showing the way.
Thoughts on the Market
Real Vision Daily Briefing: Finance & Investing
Wall Street Breakfast
Squawk on the Street
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