Today's slide deck: https://bit.ly/2MUZHsP -
Today we look at some "disturbances in the force" as some of the more speculative stocks have suddenly been in for some rough sledding even as the US market poked at all time highs briefly yesterday. As well, we note the incredible reach for yield in junk debt at the same time markets seem hyper-sensitive to the least jump in volatility - an echo of the crazy jump in vol over the r/wallstreetbets attack on shorted names. A thorough investigation of gold and copper drivers also on the call. Today's call with Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities, and John J. Hardy hosting and on FX.