Today's slide deck: bit.ly/2q2pELP
Today we discuss a trifecta of macro misses out of Asia and the continued risk-off in markets evident in stronger JPY and gold going higher. In addition we also focus on South Korean equities, US health insurance costs, coffee price action, oil, earnings from Tencent and news of a $15bn capital raise from Alibaba. Today with Ole Hansen on Commodities and hosting Peter Garnry on Equities.
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