A Pick Up In Yields May Come, The Question Is Open As US Treasury Yields Remain Rangebound

A Pick Up In Yields May Come, The Question Is Open As US Treasury Yields Remain Rangebound

Summary:  Today we note a further softening in sentiment, in part on a pick up in yields, but that story has yet to really trigger as long US treasury yields remain rangebound, if teasing important levels. We note important supports for the crude oil outlook, the crack spread picture in the energy complex, the still very low valuation of energy stocks relative to the broader market, stocks and earnings on our radar, FX developments as we keep the USDCNH chart front and center as a potential aggravator of weakening risk sentiment and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.


Listen to today’s podcast - slides are found via the link

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Source: Podcast: As risk sentiment rolls over, is crude oil set to rally?

A Pick Up In Yields May Come, The Question Is Open As US Treasury Yields Remain Rangebound

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