No slide deck today, but here is a link to today's Saxo Market Quick Take: https://bit.ly/3BryzpZ -
Last week ended on a sour note and today we pick up the pieces and have a look at next key levels for the major indices, noting that Japan's Nikkei 225 is already challenging critical levels, while the US correction thus far is only just now reaching the first important levels, below which the situation becomes more serious. At issue seems to be a general concern with the status of the "reflation trade" and the degree to which the Covid resurgence is clouding the outlook. John J. Hardy hosts today's pod and wraps up the market action, and highlights the key earnings and macro calendar event risks this week.
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
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