Today's slide deck: https://bit.ly/3dW0FwM
Today we discuss the strong rally extension in global equities on hopes from early trials of a vaccine by US biotech company Moderna announced yesterday, concerns for US banks on the risk of US government lending crowding out their activity, the strong EUR on signs of German solidarity with the EU, and much more. Today with Peter Garnry on equities and John J. Hardy on FX.
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