Today's slide deck: https://bit.ly/2Xw2LNV -
Today, we look at divergent markets as Japanese equities managed to scrape to a new cycle high, while US stocks corrected sharply back lower after the prior day's surge, dragged in particular by social media companies on the de-platforming of Trump and other related issues linked to him politically. Also a look today at Tesla versus NIO, the commodities complex, the status of the US dollar consolidation and more. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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?
Current trends are contradictory
US long yields pop to new top
Market shakes off shenanigans, but USD could weigh
US stocks roar back higher, but what gives with the US dollar?
Silver surges as Reddit trader forums shift their focus
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