Today's slide deck: https://bit.ly/3wHmfOL -
Today we look at the ongoing unwind of the reaction to the very hot US June CPI print from earlier this as the market seems unwilling to take a stand on rising inflation, and perhaps as well after Fed Chair Powell stuck to his guns on the Fed's attitude toward "transitory" inflation in testimony before Congress yesterday. Also, a breakdown of USDCAD after the Bank of Canada meeting yesterday, a look at whether gold is set to fully reverse its declines since the June FOMC meeting, another look at weak participation in the US equity market rally and more. Today's pod hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic
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
Copyright © 2006-2021 Podbean.com