Slide deck: https://bit.ly/3SwAQZx -
Today we ask whether yesterday's market session may prove an important market pivot as US treasury yields eased further but were unable to boost equities. Defense stocks were top performers yesterday as tensions over Taiwan are set to mount as US House Speaker Nancy Pelosi is set to visit Taiwan on Wednesday. FX moves, stocks to watch, including Caterpillar's earnings report today, risks in China's property sector and more. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic