Today's slide deck: https://bit.ly/2Q93L83
Today we discuss the accelerating sell-off in safe haven bonds and the possible implications for very high complacency levels, taking particular note the steep VIX curve and the massive move in JGB's over the last week. Also be aware that US President Trump is set for a very busy week, starting with a widely anticipated speech later today. Today with Peter Garnry on Equities, Ole Hansen on Commodities, and hosting John J. Hardy on Forex.
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