Today's slide deck: bit.ly/3lDu6rg -
Today we look at signs of nervousness beneath the surface in the US equity market, have a look at the resurgence in the US dollar and whether there is more strength to come, particularly against heavy EUR long positioning, talk gold, US and Italian yields, and especially the focus on sterling as Boris Johnson's Brexit negotiation deadline looms into view tomorrow.
The Biden Presidency greeted with a swell of enthusiasm
Inauguration Day
Focus on inflation ahead of Biden inauguration
Markets starting off Biden inauguration week on a cautious note
Markets rolling over despite $1.9trn stimulus plan and dovish Powell
Pondering the post-Covid potential.
US yield rise moderates as USD wilts. Grains exploding.
Social media companies a drag on US equities. Tesla versus NIO.
Markets stumble into a new week. Ferocious volatility in crypto space.
Notes of caution after another surge of optimism
Market shrugs off the mob on Capitol Hill, toasts the stimulus checks
Blue Wave Lite washes over markets
Nervy start to the New Year
Markets have reflation on the brain as 2021 bolts out of the gates
Special Edition: Fixed Income Outlook 2021
Interesting divergences despite overall cheer
We continue to urge caution. Alibaba taken down by stern message on Ant Group.
Special Edition: Commodity Outlook for 2021
Special Edition: Equity valuation and interest rate sensitivity
Zany day across markets highlights volatility risks
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