Summary: Today we look at an attempt by the US market to post a recovery yesterday after an extension of the sell-off, but how we continue to see a number of divergences within the market, as well as a backdrop in which an increasing number of key cyclical assets are not only rolling over, but showing aggressive downside momentum, all of this aggravated, if not driven, by a very strong US dollar. This leads us to upgrade the risk that we are set for a significant market setback in coming weeks, something that might actually be healthy for the broader and extremely extended bull market. A look at recent commodity performance, FX lining up in risk-on, risk-off fashion, an interesting new vertical farming stock and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Commodity Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Head of Commodity Strategy
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