Episodes
Thursday Oct 01, 2020
Are US yields on the move? Grains certainly are.
Thursday Oct 01, 2020
Thursday Oct 01, 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.
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