Today's slide deck here: https://bit.ly/2BTaGd9
In today's call we discuss this evening's FOMC meeting and how the Powell Fed positions a rate cut and recent QE expansion even as it describes the economy as reasonably strong and the US equity market has recently posted an all time high. We also looked at earnings, risk appetite, the US macro outlook, energy markets and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and hosting, John J. Hardy on FX.
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