Episodes
Friday Sep 04, 2020
Bloodbath for high flying mega-cap names, what now?
Friday Sep 04, 2020
Friday Sep 04, 2020
Today's slide deck: bit.ly/32Yw11U -
Today we look at yesterday's broad-based bloodbath in the US session, one that was concentrated in some of the highest-flying names that have seen wild swings driven by options market dynamics that we discuss in today's call. Other markets were mostly quiet, but any further rise in the USD and/or JPY could drive further volatility. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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