Today's slide deck: https://bit.ly/2wjWF94
Today we discussed the EU and US authorities' ongoing attempts to get ahead of the contagion from the coronavirus outbreak into global markets and the economy. Also a great discussion on the drivers of a weaker gold price as real interest rates spike higher. On the call were Christopher Dembik on macro, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
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