Today's slide deck: https://bit.ly/3ryJA4q -
Nasdaq 100 futures are continuing their slide today as the US 10-year yield is flirting with the 1.9% level. If the Nasdaq 100 breaks below the 200-day moving average sitting at 14,986 then we could see an extended selloff, so this is a key inflection point to watch today. Althea is talking about US monetary policy, today's US 20-year Treasury auction, and the Bund yield break higher above 0%. Ole is talking about gold and oil prices which are where the energy is in commodity markets, and Peter is commenting on Microsoft's acquisition of Activision Blizzard and earnings from ASML. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, and Ole S. Hansen on commodities.
Intro and outro music by AShamaluevMusic