Today's slide deck: https://bit.ly/2UOrQl5
Today we discuss the important week ahead as a key test of the degree to which equities and risk sentiment can maintain a rally stance and to what degree the recent surge from the lows is down to portfolio rebalancing after a very ugly Q1. Elsewhere, we talk further risk of crude oil downside and the importance of the USD move last week. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
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