Negative real rates story driving everything

Today's slide deck: https://bit.ly/31mXsBO   - 
Today we look at another strong session for US equities that barely bothered to register concern after hours on Trump's move against Chinese social media companies late yesterday. We also look at the key driver across markets at the moment, the persistent drop in the markets pricing of forward real interest rates. Today with Peter Garnry on equities and John J. Hardy on FX.