Today's slide deck: bit.ly/2y4DC3v
Today we discuss the latest bump in equity prices as markets seem to have their hopes up for the pace of economic activity as economies move increasingly to open up. Also we have a look at unprecedented market concentration in the very biggest US equity names - all of which are reporting earnings this week. Another important discussion of ongoing risks for oil market downside as the world risks running out of storage.
Today with Peter Garnry on Equities, Ole Hansen on commodities and John J. Hardy on FX.
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