Mashed kiwi for breakfast.

Today's slide deck: https://bit.ly/3ca5W5M   -

Today we look at the significant move lower in the kiwi and why we should pay attention to the very loud signal from the New Zealand government as the sign of the new reality in the post-pandemic era. We also delve into equity technicals in the US and China, look at commodities market moves, particularly in metals, discuss the future of hydrogen, Adobe as the poster child of growth equity valuation as it reports later today, and much more. On today's call were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.