Today's slide deck: https://bit.ly/2JrfTwJ
Today we discuss the evidence that quarter end factors may have been behind much of the recent bid in equities, if we are to judge from the lurch back into risk-off overnight in Asia, though other drivers may be afoot. In any case, we ponder the risk of binary outcomes for the market here, the risk of zero dollar oil and danger of trying to bottom pick that market and much more. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.
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