Today's slide deck: bit.ly/3cKpqep
While equities are living their own life with the Nasdaq 100 at all-time highs this week's theme will be about yield-curve control. Previous FOMC Minutes indicate that FOMC members have discussed yield-curve control and with a new FOMC meeting on Wednesday this will be most important subject. In the case of yield-curve control as a response to the steepening of the US yield curve gold could be in for increasing investor demand. We also discuss equity valuations, the AstraZeneca rumour to merge with Gilead Sciences, copper breaking above the 250 level and crude oil. Today with Peter Garnry on equities and Ole Hansen on commodities.
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