Today's slide deck: https://bit.ly/3aMIrPL -
Today we break down yesterday's downside acceleration in the most speculative pockets of the US equity market and ponder the likely correlations with the crypto space, which has suffered enormous volatility this week. Elsewhere, has the ECB already shot across the bow on yield-curve-control and what will Powell say, if anything on Capitol Hill today on the status of markets, particularly the treasury market? A look at the continuing heady action in commodity markets and the crosscurrents in FX also on the call. Today's call with Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
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?
Novel approach to hedging downside risk.
Sector-picking the Chinese market. Yields on the move ahead of JH.
Danger lurks beneath the too-tranquil surface
Real Vision: Finance, Business & The Global Economy
Thoughts on the Market
Sophisticated Property Investing by Ethical Property Partners
The Ramsey Show
The Clark Howard Podcast
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