Today's slide deck: https://bit.ly/3c0yvm2 -
Today we look at yesterday's steep and broad sell-off in US equities after the dovish FOMC meeting failed to reassure the market on fears that yields and inflation will continue to rise. Also a look at the massive sell-off in crude oil, gold's interesting resilience and divergence from previous behavior, a round-up of the Bank of Japan meeting, FedEx and Nike earnings and more. Today's call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Market not ready for taper talk at tonight's FOMC
Unease as Chinese market rout deepens
A volatile week ahead?
Market comeback may not extend for long
Sentiment comeback broadens ahead of ECB meeting
US equities rebound, but backdrop not fully on board with sentiment shift
Market holds breath after testing pivotal levels
This week must answer the question: consolidation or correction?
Market adrift despite max support from Fed this week.
Gold stirring? Market unwilling to take a stand on inflation.
US CPI shocker - is it enough to shift the narrative?
US banking giants set to report. August as a pivotal month.
Lousy market breadth as earnings season gets underway
A strange week in financial markets smelling of summer noise
How low can US yields go as China steps up stimulus?
US yields drop on oil plunge fueling Nasdaq 100 to new all-time high
The inflation fear is still alive with surging oil and natural gas
Today the last best chance to avoid the summer doldrums?
A new quarter dawns after Fed repo facility nearly hit $1 trillion
Will US jobs data challenge the narrative?
Mining Stock Education
Real Vision: Finance, Business & The Global Economy
The Delphi Podcast
The Ramsey Show
The Clark Howard Podcast
Copyright © 2006-2021 Podbean.com