Today's slide deck: bit.ly/2UhV39d
Today we discuss the disappointing fizzle in markets since late in the US session yesterday and where we are focusing today as especially the weekly US jobless claims represent a key sentiment test for the market as it will come out at multiples of the worst reading ever for this data series. Oil market, gold, stocks, currencies all under discussion on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
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