What are real yields and bubble stocks telling us? Gold finally breaks higher.

19:12
 
שתפו
 

Manage episode 291897173 series 2530082
על ידי saxostrats התגלה על ידי Player FM והקהילה שלנו - זכויות היוצרים שמורות למפרסם, לא ל-Player FM, והשמע מוזרם ישירות מהשרתים שלכם. הירשמו כדי לעקוב אחר עדכונים ב-Player FM, או הדביקו את כתובת העדכונים באפליקציות פודקאסט אחרות.

Today's slide deck: https://bit.ly/33kVDXB -

Today we look at still very notable divergences in the US equity market, as bubble stocks and other richly valued corners of the market continue to stumble even as the broader market is looking back at the record high. Also, a discussion on what bond market, Fed expectations and breakevens vs. nominal rates are telling us, a zoom-in on big German equity names, a look at copper near record highs, while gold finally broke higher on real yields declining, a preview of today's US jobs report and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Intro and outro music by AShamaluevMusic

471 פרקים