Positive start to week on more stimulus and stable real yields

Today's slide deck: bit.ly/31zM45H -
Equities are mostly positive today following a strong session in Asia as Trump issued executive orders over the weekend providing unemployed Americans with special unemployment benefits. We talk about real yields and how they are driving everything across equities and gold. We also talk about the ongoing recovery despite rising new cases of COVID-19 and the outlook for oil. Today with Peter Garnry on equities and Ole S. Hansen on commodities.