October 1, 2020
Today's slide deck: https://bit.ly/3ijuYPR -
Today we look at the choppy comeback in US equities on stimulus headlines, we note the sudden, if small spike in US treasury yields and look at the USD falling back to pivotal levels that, if crossed, suggest we are tilting back toward a USD downtrend. In commodities, the agricultural space demands our attention as grain prices spiked significantly. In equities we look at Rolls Royce, H&M and the Palantir and Asana IPOs. Today with Peter Garnry on equities, Ole Hansen on Commodities and John J. Hardy hosting and on FX.
September 30, 2020
Today's slide deck: bit.ly/3cJyyl2 -
Today we look at the curious market behaviour over and after the first presidential debate between Biden and Trump late yesterday, which was neither presidential nor much of a debate and ponder why the market reacted the way it did in its wake. Specific equity stories and fixed income perspectives also on the call. Today with Peter Garnry on equities, Althea Spinozzi on bonds, and John J. Hardy hosting and on FX.
September 28, 2020
Today's slide deck: https://bit.ly/3kMLTMe -
Today we look at the apparently positive mood markets are showing after a solid close on Friday that carried over into the Asian session to start this week. We continue to highlight areas of concern, including the still-strong US dollar, EM weakness and especially the woeful state of European banks, where we are at multi-decade lows. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
September 25, 2020
Today's slide deck: https://bit.ly/362mTN3 -
Today we look at the bounce from new lows in the broader US market on hopes that Congress and the Trump administration can somehow get together on stimulus ahead of the election - color us skeptical. We also look at interesting developments in credit that are background concern, key EM FX stories, a rundown of commodities and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
September 24, 2020
Today's slide deck: bit.ly/3mMMAai -
Today we look at yesterday's very ugly session in the US that took the S&P 500 index in particularly to a pivotal support area, talk Tesla's ugly drop in the wake of "Battery Day" look at the USD spike and gold correction and sudden new volatility in EM currencies with key central bank decisions on tap in EM today. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
