Asian malaise is not getting enough attention
Today's slide deck: https://bit.ly/31faemm -
Asian equities were in for another drubbing overnight and the development is not getting the attention it deserves, although yesterday also showed a very rocky session in the US market, if we take the median equity, at least. Today we delve into that, the spiking US dollar, crude oil and gold, and importantly, the upcoming US Treasury auctions today and tomorrow and whether the lid will stay on US yields through quarter end. On today's call were Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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