Today's slide deck: bit.ly/3k03aRV -
Today we look at the importance of the rest of the week as a possible test of trend for US stocks after the steep, pre-holiday sell-off last week. We also note the recent strong EM comeback and have a look at the USD closing in on a tipping point, sterling already in capitulation versus the greenback and interesting CHF price action. In commodities, a focus on grains and copper. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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