Episodes
Friday Mar 18, 2022
Massive options witching today to see market pivot?
Friday Mar 18, 2022
Friday Mar 18, 2022
Today's slide deck: https://bit.ly/3CRCZat -
Today we wonder whether the witching of colossal options exposure in the US will provide a market pivot, we look at portions of the US yield curve inverting, dovish BoE guidance, a massive dovish blast from the Bank of Japan, FedEx demonstrating the difficult operating environment as margin pressures weigh, freight rates, crude oil, earnings and macro calendar next week and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Version: 20240731