Today's slide deck: bit.ly/39o7DJ2
Today we discuss the market gyrations in the wake of the Fed emergency cut, but also possibly due to Bernie Sanders' star fading in the US Democratic Primaries. Our prime concern at the moment is the incoming impact the coronavirus outbreak is likely to have on US activity numbers and credit markets. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.
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