Today's slide deck: bit.ly/2VNbPy8
Today we discussed the risk that the coronavirus fallout expands exponentially from here, as we focus on OPEC+ and the risk for oil prices today, real-time monitors of activity, risks in the credit market, and the dangerous market conditions for both bulls and bears as the risk of panic deleveraging and thin liquidity competes with what will likely be an unprecedented policymaker response seeking to avoid a market collapse. Today with Peter Garnry on equities and John J. Hardy on FX.
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