Today we take a look at the optimistic start to the week after a weak close on Friday, talk the ongoing earnings season – especially interesting plans from IBM as it reports today, discuss AUD downside potential, and look at the importance of US stimulus prospects. We also have a a look at the latest shifts in commodities positioning. Today with Peter Garnry on equities, Ole Hansen on equities, and John J. Hardy on FX
Listen to today’s podcast and have a look at today’s slide deck.
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