Today's slide deck: https://bit.ly/3xRLG17 -
Markets suffered a steep extension of the sell-off yesterday, with many European bourses suffering their worst session of the year. In the US, the market found support at rather pivotal levels, with the burning tactical question from here whether the market can pull itself together and keep this sell-off in the "consolidation" category or whether we are suffered for a more significant deleveraging move, or "correction". Also on today's pod, our strategist in Australia, Eleanor Creagh, takes us through the RBA's latest thinking, the outlook down under for the economy, corporate earnings and more. The huge plunge in oil, spike in US treasuries and more also on today's pod, which is hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic
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
Powell waxes maximum dovish at Jackson Hole, but how long will it matter?
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