Today's slide deck: https://bit.ly/3vkveWF -
Today we look at the US treasury market closing last week at new cycle highs and the pivotal week ahead, as US stimulus checks hit the street this week and the FOMC meeting on Wednesday will see the latest Fed policy forecasts and possible other moves. We also look at whether travel stocks are over-anticipating the coming bounce-back in activity, gold showing an interesting change of behavior on Friday, AUD dropping on Chinese iron ore production signals and much more. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
A strong sense of foreboding
FOMC taper talk underwhelms, but....
Market not ready for taper talk at tonight's FOMC
Unease as Chinese market rout deepens
A volatile week ahead?
Market comeback may not extend for long
Sentiment comeback broadens ahead of ECB meeting
US equities rebound, but backdrop not fully on board with sentiment shift
Market holds breath after testing pivotal levels
This week must answer the question: consolidation or correction?
Market adrift despite max support from Fed this week.
Gold stirring? Market unwilling to take a stand on inflation.
US CPI shocker - is it enough to shift the narrative?
US banking giants set to report. August as a pivotal month.
Lousy market breadth as earnings season gets underway
A strange week in financial markets smelling of summer noise
How low can US yields go as China steps up stimulus?
US yields drop on oil plunge fueling Nasdaq 100 to new all-time high
The inflation fear is still alive with surging oil and natural gas
Today the last best chance to avoid the summer doldrums?
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