Slide deck for today's call: https://bit.ly/2OoffTJ
Today we run through the ongoing melt-up in equities, which has largely gone global, but at the same time fret increasing evidence of a slowdown in employment numbers. Interesting to see how the market treats today's busy US economic data calendar, given where the US dollar is trading and the upcoming US Thanksgiving holiday. Today with Peter Garnry on equities and hosting, John J. Hardy on FX.
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