Today's slide deck: https://bit.ly/3vrzbIV -
Today we look at the market's confident stance ahead of a possibly pivotal FOMC meeting tomorrow, where the market is nervously awaiting the Fed messaging around the SLR issue as well as any possible adjustments to guidance and the "dot plot". The US treasury auction today and UK yields ahead of an interesting speech are also on our radar. Elsewhere we discuss Volkswagen's impressive roadmap and its intent to effectively take control of the EV market, as Tesla CEO Musk declares himself "Techno-king". Our travel stock basket and much more also on the call. Today's episode with Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.