Today's slide deck: https://bit.ly/3d6ap8v -
Today we look at what could prove a very choppy week ahead, with the overhanging question of US President Trump's health, the fate of US stimulus and the beginnings of earnings season all on the agenda this week. We also look at whether the US treasury market is signaling inflation worries and speculative positioning there, developments in Facebook, key commodities, the US dollar and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Powell shrugs off yield rise, triggering fresh market tantrum
Are expectations for imminent Powell put overbaked?
Markets scratching around for a catalyst after treasury trauma
Chinese regulator sees what many others refuse to: a bubble
Can it really be that easy?
Treasury yield spike sends correlations towards one - helmets on.
The everything up and bonds down trade will not have legs
A nervous comeback after a further rout
Is the bubble popping?
Is equity market already smelling the yield spike?
The Fed path to YCC is a chicken and egg question
Inflation on the brain
Yields spike further and finally get (a modicum of) respect
Every market top looks different
Two opposing forces accelerate
Stay careful out there, as conditions simply look too good
All time easy financial conditions with hyper-sensitive vol. What could go wrong?
China heads into long holiday with a flourish
Are we reaching peak Musk?
Are investors ready for more inflation?
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