Episodes
Wednesday Sep 15, 2021
Risk sentiment increasingly on tilt ahead of options witching this Friday
Wednesday Sep 15, 2021
Wednesday Sep 15, 2021
Today's slide deck: https://bit.ly/2Xq6EaA -
Today we look at across the board weak risk sentiment despite a softer than expected US August CPI data release yesterday, at least in US equities and in currencies, where we also note that the market shrugged off hot CPI prints from Sweden and the UK. Also, a look at the implications of Evergrande progressing toward a formal default, the fallout of higher NatGas prices in Europe, precious metals, and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Version: 20241125