Asia riding high. Cause for concern on US jobs report?

Today's slide deck: https://bit.ly/3ogNOKK   - 

Today we highlight Asian equities as China continues to ride high, helped by stimulus from the rest of the world, and countries feeding into the Chinese economy are likewise enjoying notable strength. We also dive into the latest inflationary signals from shipping rates, look at a compelling e-commerce story, the boost to oil from the OPEC meeting, and whether the US jobs report today could produce a disappointment. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.