Today's slide deck: https://bit.ly/3gYj94G -
Today we look at the ugly session on Friday for equities and strong session for the US dollar and ponder whether this was a reflection of end-of-month rebalancing after a strong month for equities and very weak month for the US dollar or something more ominous. Certainly momentum in equities is looking pivotal if recent bearish divergence signs are confirmed. Also, the latest on the blistering run in grain prices and remarkable backwardation in soft markets, why gold is still stuck in a rut and key earnings reports and macro events for the week ahead. On today's call were Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
A strong sense of foreboding
FOMC taper talk underwhelms, but....
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?
Real Vision: Finance, Business & The Global Economy
The Rebel Capitalist Show
The Peter Schiff Show Podcast
Sophisticated Property Investing by Ethical Property Partners
The Ramsey Show
Copyright © 2006-2021 Podbean.com