Today's slide deck: https://bit.ly/2FCCiFe
In today's podcast we delve into the upcoming US Nonfarm payrolls report and perspectives on the implications for risk appetite, yields, USD and USDJPY in particular. As well an extensive discussion of how this week's geopolitical events have roiled precious metals and energy markets, as well as a few thoughts on grains and Natural Gas seasonality. Today with Ole S. Hansen on commodities and John J. Hardy on FX.
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