Today's slide deck: https://bit.ly/30zbljw -
Today we issue another general note of caution on the status of global equity markets, which look stretched even if there are rational (real yields) and especially seasonal narratives in support of recent developments. Elsewhere, we dive into Amazon's broadside against Visa, whether that company and Mastercard could see eventual pressure on margins, other key equity stories and earnings, the dire potential supply situation for European natural gas, the very weak euro and a weak German 30-year bond auction, US treasuries and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Market cross-currents are intensifying.
Big dollar breaks down after latest cycle high in US CPI
Mean reversion, check. Now what?
Turnaround Monday as sentiment makes a stand
Entire US yield curve lifting and geopolitical nerves weighing
December US jobs report today, earnings season next week
Hawkish Fed has the market in its talons
In the great EV battle, a graveyard of casualties awaits
US yields surge on first trading day of 2022
Looking for a very different year ahead in 2022
Thanks for a fantastic 2021! (And some cautious notes on markets in 2022)
Crude oil and US dollar setup ahead of the New Year
Equities aboard Santa’s sleigh, but yield curve predicting storm ahead?
The setup for 2022
Will the positive market spirit extend into the holiday?
Moderna news injects fresh optimism
Year-end chill descend on markets
FOMC kneejerk reversal and ominous technical setup
Who‘s afraid of the big, bad Fed?
What does Fed deliver and what is in the price?
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