Today we look at the enormous US equity and bond market rallies yesterday and try to frame what is going on as a collapse in volatility after the apparently over-anticipated US election event – which nonetheless is being hotly contested by President Trump. We delve into FX and Commodity market reactions as well. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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