Today's slide deck: https://bit.ly/2TbYRY -
Today we look at rising US yields and the important implications, run down the weakening US dollar and the pronounced Chinese yuan strength. A look as well at the weak Netflix earnings report, the anti-trust suit against Alphabet, higher copper prices and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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