Today's slide deck: bit.ly/33cmuCw
In today's Market Call we talk about risk-on sentiment coming back into the market with China's IP theft concessions over the weekend. We also a look at GBP as Johnson launched a "manifesto" over the weekend promising tax cuts and more spending on NHS. Later today at 09:00 GMT the IFO survey (Nov)is published with a significant rebound expected in Germany's manufacturing sector which could lead DAX futures closer to a 5-year high. In addition we also cover gold, USD positioning and oil.
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