The Big Picture | 4-30-21 | Intermarket & Macro Analysis of the financial markets

This week's narrative revolved around monetary policy, so Neil goes in depth with J. Powell's Wednesday remarks and the likely tools at the Fed's disposal. As usual, he also discusses the important Intermarket relationships, sector rotations, outlook for next week and action items.

00:00 - Intro
00:35 - Wednesday's Fed remarks
01:15 - the Dual Mandate and Monetary Policy
04:05 - Fed Monetary Policy Tools
06:00 - Asset purchases
15:35 - US Equities
18:30 - US$
20:45 - 10yr Yield
23:00 - Commodities
25:00 - Oil
27:00 - Sector Rotations
29:55 - Q1 GDP
31:00 - What to watch next week
31:55 - Action Items
33:10 - Wrapping Up

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