Market bounces on (overrated?) US stimulus hopes

Today's slide deck: https://bit.ly/362mTN3  - 

Today we look at the bounce from new lows in the broader US market on hopes that Congress and the Trump administration can somehow get together on stimulus ahead of the election - color us skeptical. We also look at interesting developments in credit that are background concern, key EM FX stories, a rundown of commodities and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.