Rising yields front and center. Epic challenge for Apple.
Today we look at safe haven bond yields continuing to rise and whether these post a challenge to the rising equity market narrative. We also discuss Epic Games challenge of Apple and Google’s duopoly in app distribution on the same day in which Apple trots out its new Apple One concept. FX and other equity stories and more on the call. Today with Peter Garnry on equities and John J. Hardy on FX.
S&P 500 Index challenging all time highs
Today we look at global equities rebounding strongly after what proved a mere one-day correction on the concern that long yields had backed up sharply earlier this week. We also drill down and look at a number of single stock stories and assess the prospects for AirBnB and Palantir IPOs. Commodities and FX highlights also in the discussion in today’s call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.