Today we look at US market internals and the sector performances that stand out as the broader market has lost some momentum over the last couple of days. We also discuss the conundrum and lack of coherence across markets as inflation concerns rage while nominal yields at the long end of the curve drop, zeroing in on US treasuries, German Bunds and . In equities, a focus on PayPal selling off after the close, NIO, and Coinbase, which is set to report today with Bitcoin conveniently at new highs. Today’s pod Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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