Today's slide deck: https://bit.ly/2yEZh2p
Today we discuss further EU existential risks in the wake of a disappointing EU Council meeting yesterday, which looked an exercise in can-kicking and a failure to agree on fundamental principles, though it wasn't spun that way. Elsewhere, interesting news from Intel and Google that continue to have us leaning against the big tech sector in the US. Lots more on the call, including the latest on crude oil. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.
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