Today's slide deck: https://bit.ly/3eWSbIO -
A weak start to the week for global markets as the bottom has fallen out of Chinese equities, on a new crackdown, this time on online education stocks, with the action overnight spoiling some of the positive sentiment after a strong close to new record highs in the US on Friday. This week is a pivotal one, not only as it marks the peak week of quarterly earnings season with all of the biggest US equity names reporting, but also due to one-off factors like the US Treasury's general account and the latest FOMC meeting mid-week. John J. Hardy hosts today's pod.
Intro and outro music by AShamaluevMusic
US treasury yields, fiscal outlook and debt ceiling concerns top the agenda this week
Spike in long yields grabs the spotlight. Huge week ahead.
Hawkish FOMC at the margin, but market focus elsewhere
What if the FOMC meeting doesn‘t really matter?
Was that the capitulation or more to come?
We are in the event horizon of a market correction
High stakes on FOMC week ahead as US yields, USD poke back higher.
Contagion in Chinese property sector. US dip-buyers take a stand.
Risk sentiment increasingly on tilt ahead of options witching this Friday
Holding breath for US August CPI print today
Market stumbles into a new week. Apple in trouble?
Yields drop on ECB, US T-bond auction. Eyeing India
Market rout deepens. ECB to underwhelm?
Market looks increasingly unsettled. Are rising US yields a trigger?
ECB to lead Fed? Possible mischief if US 10-year yields break higher.
Japan flying high. Supply chain risks multiplying.
Is this the final melt-up of the cycle?
Equities dip, but FX points to fresh risk sentiment boost
Chinese equity rebound boosts global sentiment, even as we remain in defensive stance
Equities accelerate beyond trend, not always a good thing
Thoughts on the Market
Real Vision: Finance, Business & The Global Economy
Mining Stock Education
Squawk on the Street
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