Risk sentiment getting shaky. JPY rattling currency market.
Today's slide deck: https://bit.ly/2HDIEbU -
Today we look at increasingly dicey risk sentiment as Covid-19 lockdowns threaten for Europe and despite strong earnings expectations this week from big US names. In FX, the JPY is rattling its cage and threatening major support in USDJPY and EURJPY, while we wonder if gold expectations as expressed in options positioning are too bullish. Today with Peter Garnry on equities, Ole S. Hansen on commodities and John J. Hardy hosting and on FX.
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