Today's slide deck: https://bit.ly/35R8X50
Today we discuss yesterday's unusual trifecta of weak equities, weak bonds and a weak USD and what to make of it after the Tariff Man Trump returned to the scene threatening tariffs on Argentina, Brazil and France and the after the US November ISM Manufacturing came in weaker than expected. On today's call, Ole Hansen on commodities and John J. Hardy on FX.
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