Markets have reflation on the brain as 2021 bolts out of the gates

Today's slide deck: https://bit.ly/3hGiVxt   - 

Today, we look at the positive start to the year, with some interesting exceptions, and despite the ongoing dark cloud of Covid-19 hanging over the global economy. Commodities and cryptocurrencies are particularly enthusiastic in pricing in a reflationary recovery later this year, with interesting recent pockets of weakness in some formerly high-flying equity names. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.