Today's slide deck: https://bit.ly/3ml8Qab -
Markets are in a nervous state as odds shift back and forth on the likelihood of a clean sweep by the Democrats at next Tuesday's US election, the macro event of the year. In the meantime, we have plenty of earnings reports to distract, with a monumental haul of mega-caps up on Wednesday. Today we also have a look at grains and oil and poor SAP outlook taking down the German DAX index in today's trade. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
A week for taking stock after post-FOMC trauma
Consensus macro positions getting poked with a very sharp stick?
Time to smell the coffee: the Fed tightening cycle has begun
It's FOMC day - last chance to avoid the summer doldrums?
Stocks and treasuries diverge ahead of FOMC
It's FOMC week, as market ponders taper talk and forecast shifts.
Market celebrates as treasuries supposedly buy the "transitory" narrative
Saxo Market Call Special Edition - Monthly FX Update
US treasury yields dip further ahead of hottest expected CPI in decades.
Rate expectations near cycle low ahead of US CPI
Biogen, Bitcoin levels, signals unreliable from US treasuries
We're not buying the narrative driving the "Goldilocks data" pump
Strong US jobs data spooks US bubble stocks, boosts the buck.
The green transformation to drive inflation. Fresh Reddit army rampage.
Someone is buying a lot of disaster insurance
Where is this market going to find more juice?
Very low volatility can also mean longer term opportunities
The 'Reddit army' is back and wild comeback in commodities
German bond indigestion and big oil activist coup
Distortions from Fed's massive liquidity provision creating unreliable signals
Copyright © 2006-2021 Podbean.com