Episodes
Tuesday Feb 14, 2023
Another US CPI circus today. Tightening financial conditions?
Tuesday Feb 14, 2023
Tuesday Feb 14, 2023
Link to slide deck: https://bit.ly/3k2LnyS -
Today we look at the odd session yesterday in the US, with no readily apparent proximate cause to the rally outside, perhaps of traders hedging today's US January CPI release, which could trigger considerable volatility, especially on the impact of heavy 0DTE options trading if the release is a big surprise in either direction. We also note tightening financial conditions in the corporate bond market, talk market reaction to incoming earnings data, including from ThyssenKrupp, SolarEdge and Palantir, and look at today's crop of earnings reports, as well as stories impacting FX & more. Today's pod features Peter Garnry on equities, with John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic