Today's slide deck: https://bit.ly/2WyUb46 -
Today we note the acceleration in the equity market beyond the trend established since the spring and look back at a couple of prior episodes in which this quickly resolved into a much more volatile and two-way market. We also look at fresh pain in Chinese equities, the US treasury reaction function around the US economic data this week, developments in EU sovereign bonds, energy, metals and FX markets and much more. Today's pod features Althea Spinozzi on fixed income, Ole Hansen on commodities 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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