Today's slide deck: bit.ly/3s84MOK -
Yesterday's US CPI report for July failed to be the big market event although in the subcomponents of the CPI report there were clues about elevated rent prices which could be the next catalyst for higher inflation than what many market participants expect. We talk about technology stocks underperforming the rest of the market over the past week and comment on strong Q2 earnings from Foxconn and NIO's earnings from yesterday. On commodities we touch on the situation in oil markets with the latest comment from the White House asking OPEC+ to raise production to ease US gasoline prices. Finally, we round off with today's important macro releases and the earnings to watch. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.
Intro and outro music by AShamaluevMusic
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.
Too much fuss on Fed Chair nomination options?
Thoughts on the Market
Real Vision Daily Briefing: Finance & Investing
The Rebel Capitalist Show
The Economist Podcasts
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