Today's slide deck: bit.ly/2Vu2F7K
Today we discuss the ongoing melt-up in the big tech and other names in the US and continue to lean against the market's pricing of the equity outlook on a fundamental basis. Specifically to the story on the Gilead Sciences drug as a treatment for Covid19 patients, we are extremely cautious on the market's enthusiasm surrounding this story. Lots more on oil, gold and FX in the call. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.
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