Today's slide deck: bit.ly/2sGP4iN
In today's call, we look at the market digesting Trump's suggestion that he might prefer to wait until after the US election next November before striking any trade deal. Interestingly, while risk sentiment has been clearly impacted, there are a number of divergences in less liquid indications of risk appetite. Today with Ole Hansen on commodities and hosting, John J. Hardy on FX.
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