Incipient bubble? Equity names to note as world economy increasingly moves online.

Today's slide deck: bit.ly/2L1350R
Today we discuss the latest surge in equities and whether we are talking about an incipient bubble forming here. Also, an important discussion of potential equity winners in the wake of the Covid19 crisis, which is supercharging the shift to online presence for companies and economic activity in general. Also a look at the massive crude oil surge yesterday, the German court ruling against the ECB and impact on the euro and much more. Today with Eleanor Creagh on Australia and equities, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.