Today's slide deck: https://bit.ly/2Q2g1Xf
Today we discussed the robust overnight bounce in markets and what may have driven them - most notably the fact that the S&P 500 reached the very threshold of a 20% drop from the all time hop, but also as China signaled a turning point with Xi Jinping's visit to Wuhan. A great discussion across markets and look ahead from here with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.
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