Today's slide deck: https://bit.ly/3dADlFk
Today we discuss yesterday's disaster of an EU meeting that challenges the path to debt mutualization. Also, yesterday's session was an important support of the stabilization narrative, but we also need to continue to see improving sentiment into the weekend as trade between two important market pivots. A discussion of oil and the USD as well on the call. Today with Christopher Dembik on macro and EU, Peter Garnry on equities, and John J. Hardy on FX.
Create your
podcast in
minutes
It is Free