Today's slide deck: https://bit.ly/3xcxQWV -
Today we look at whether the arrival of a new quarter can bring new dynamism to the US treasury market as the liquidity effects of ongoing Fed purchases combined with the US Treasury winding down holdings at the Fed and banks reducing their balance sheet size into quarter-end have dominated the most important of global markets. We also look at the shape of the US yield curve, thoughts on peripheral EU sovereign debt, a new spike in grain prices on a planting report, high natural gas prices and more. On today's pod are Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
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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.
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Equities dip, but FX points to fresh risk sentiment boost
Chinese equity rebound boosts global sentiment, even as we remain in defensive stance
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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
Market rips higher on, well, what exactly?
Dip buyers on the rampage as we head for Jackson Hole
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