Today's slide deck: https://bit.ly/38yv42r
Today we discuss the whirlwind of major developments yesterday, in particular Trump's announcement of a trade deal with China and important questions around that deal, the UK election outcome and whether the top is already in for sterling and thoughts on the massive repo operations announced by the Fed. We also look at next week's macro calendar. Today with Ole Hansen on commodities, Peter Garnry on equities and hosting, John J. Hardy on FX.
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