Today's slide deck: https://bit.ly/3l9dCIJ -
Today we look back on another weak day for US equities, and one that spilled over into the Asian session overnight for the first time in a while. In breaking down possible causes, it is clear that rising yields are not among them as the US 10-year treasury auction saw strong demand. We break down last thoughts ahead of the ECB meeting, Poland in hot water with the EU, El Salvador's high stakes commitment to Bitcoin, company earnings focus on Zscaler and Sea Ltd and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Special Edition: Interview with Ark Innovation‘s Cathie Wood, Part 1
Stagflation is already here
Central banks expectations find new gear, but Fed is behind the curve
Energy is building towards...what?
Market goes vertical
A possible key reversal day for markets
US CPI, FOMC Minutes and Chinese PPI on tap
This market still looks very complacent
Special Guest: Tor Svelland
It‘s getting very expensive out there
Oops - if only it were so easy
Relief rally on deflation of clear and present danger.
A pressure cooker of rising energy prices, rising USD and rising yields.
Has equity market sell-off really even started?
US-China trade relationship shifts back to the front burner today
Only binary outcomes as we have crossed beyond the volatility event horizon.
Strong USD makes a loud break higher still.
Consolidation, correction or crash?
Markets are skating on very thin ice
US treasury yields, fiscal outlook and debt ceiling concerns top the agenda this week
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