Today's slide deck: bit.ly/2I8ZagJ
Today we discuss yesterday's market capitulation,which represented an acceleration in an already vulnerable market and wonder when and how the policymakers respond here. Elsewhere, the crude oil downside took on new momentum on fears of plummeting demand, while the gold rally is faltering as a safe haven at the moment. Today with Ole Hansen on commodities and John J. Hardy on macro and FX.
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