Sector-picking the Chinese market. Yields on the move ahead of JH.
Today's slide deck: https://bit.ly/3DijyYg -
Today we look at sovereign yields suddenly on the move again ahead of Fed Chair Powell's speech tomorrow, particularly in Europe yesterday in the wake of ECB comments on the potential for improved forecasts at their upcoming meetings. We also look at Chinese equities and focus on where the safer corners of that market may be due to the regulatory focus there. Elsewhere, a look at Natural Gas, fizzling gold prices, FX finely balanced ahead of the Powell speech tomorrow, earnings and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
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