Today's slide deck: https://bit.ly/3B8ZM09 -
Today features Saxo Chief Investment Officer Steen Jakobsen as we look at the factors possibly artificially suppressing US yields, the rather weak performance of risk sentiment this week despite about as much support as could be expected from Fed Chair Powell. We also talk up the prospects of non-transitory inflation, the implications of the latest climate policy initiatives around the world and much more. John J. Hardy hosts today's pod.
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
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