Today's slide deck here: https://bit.ly/30nPXd5
Today we discussed the surprise that US tariffs will remain on imports from China as part of the trade deal, which is set to be signed today. We also looked at our ongoing concerns of short term disruptive correction risks in the equity market, record low readings in FX volatility, US treasuries and more. Today with Peter Garnry on equities and John J. Hardy on FX.
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