Today's slide deck: https://bit.ly/3mUQyzX -
Today we look at the slight dip in risk sentiment in US equities, but note a more risk-on tone in FX, where the USD and JPY are continuing south and the formerly beleaguered Aussie has staged a v-shaped recovery from recent lows. A look at oil in the wake of the OPEC meeting yesterday, US grains under pressure on trade infrastructure damage from Hurricane Ida, precious metals levels, anti-trust risks for Google rising and more on today's pod, which features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Knee-jerk conclusions are a dangerous thing
This couldn‘t have come at a worse time
Special Edition: Brent Donnelly of Spectramarkets
Temporary relief as dark clouds are gathering
The unbearable sensitivity to rising yields
A climax reversal for equities after Powell gets nod for a second term
US Thanksgiving week features key Wednesday event risks
Special Edition: The big picture w/ Steen Jakobsen
Divergences suggest at least tactical correction risk
Time to take off some risk
Watching whether Euro crisis waxes existential
USD rally extension would be a big problem.
Lower real rates support TINA narrative for stocks
Special Edition: Equity investing with Conor MacNeil
Tension all around
Gold is showing the way.
Too much fuss on Fed Chair nomination options?
We have a new market conundrum on our hands
What are US treasuries telling us?
Are Tesla and Amazon options in control of US stock market?
Thoughts on the Market
Real Vision Daily Briefing: Finance & Investing
The Rebel Capitalist Show
The Economist Podcasts
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