DAX overheating? What are US treasuries saying about strong US data?
Today's slide deck: https://bit.ly/3sXEzBS -
Today we note the strong new surge in US equities and the possible drivers, wonder if the action in the DAX may be getting a bit over the top, look at why Asian markets didn't join in the party overnight, ponder why US treasuries aren't more down in the dumps on extremely strong US data, look into metals, especially a sudden white-hot Uranium story and much more. On today's call were Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Intro & Outro music by AShamaluevMusic
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