Today's slide deck: https://bit.ly/2Z9fkTx -
Today we look at the lay of the equity market coming into this week, where we continue to note considerable market divergences, recapping the points from Friday, including the narrow market rally. We also look at whether credit spreads for high yield corporates are finally starting to deserve some attention. Focus in commodities on oil and especially gold this week as it is do-or-die time for bullish newcomers after the recent rally spike. The week ahead is a short one for US-based traders, with the Fed Chair nomination issue hanging over the market and the two key event risks for the week up on Wednesday, just before the long holiday weekend there. Today's pod features Peter Garnry on equities, Ole Hansen on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Market cross-currents are intensifying.
Big dollar breaks down after latest cycle high in US CPI
Mean reversion, check. Now what?
Turnaround Monday as sentiment makes a stand
Entire US yield curve lifting and geopolitical nerves weighing
December US jobs report today, earnings season next week
Hawkish Fed has the market in its talons
In the great EV battle, a graveyard of casualties awaits
US yields surge on first trading day of 2022
Looking for a very different year ahead in 2022
Thanks for a fantastic 2021! (And some cautious notes on markets in 2022)
Crude oil and US dollar setup ahead of the New Year
Equities aboard Santa’s sleigh, but yield curve predicting storm ahead?
The setup for 2022
Will the positive market spirit extend into the holiday?
Moderna news injects fresh optimism
Year-end chill descend on markets
FOMC kneejerk reversal and ominous technical setup
Who‘s afraid of the big, bad Fed?
What does Fed deliver and what is in the price?
Copyright © 2006-2022 Podbean.com