Today's slide deck: https://bit.ly/36F2jAx
Today we look at even more pronouned US equity market divergences and the muted risk appetite since late yesterday after Trump announced that he would hold a press conference with new announcements on US policy on China. We also take a look at USDJPY suddenly on the move here, the latest move in commodities markets and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
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