Asian trade deal powers even more vertical Nikkei. US yields tamed?
Today's slide deck: https://bit.ly/3lAnWbV -
Today we look at the very positive mood to start the week, especially in Asia, where the new multi-lateral RCEP trade deal has sentiment in a good place, particularly for Japan as the Nikkei has gone vertical in recent weeks. Elsewhere, we keep US long yields firmly on our radar after last week's rise to pivotal levels. Upcoming earnings, copper, natural gas, CNY and more in today's call. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
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