Today we put the rise in US yields in perspective and underline the critical ramifications across all markets if US yields continue higher from here. Also a look at USDCNY/USDCNH, the market’s appetite for junk debt since the US election and Covid-19 vaccine hopes, thoughts on gold, oil and much more. Today with Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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