A nervous comeback after a further rout
Today's slide deck: https://bit.ly/2Nt48LU -
Today we take a look through yesterday's remarkable session, in which the steep sell-off in equities - particularly for those with Tesla-ARK-speculative stripes - accelerated and then staged a profound bounce as disruptor guru Cathie Wood was interviewed on TV and crystallized the connection between the highly valued disruptor stocks and crypto-currencies. We also take a look at the ugly action in Chinese mainland shares, an interesting recent pattern in the copper market gyrations, the oil market, salient FX themes and more. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
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