Today's slide deck: https://bit.ly/35VjYoP -
The market generally in a positive mood to start the week despite an odd wobble into the close on Friday, apparently enthusiastic on the imminent roll-out of Covid-19 vaccine efforts and generally bidding up assets globally, including especially in emerging markets in recent weeks. On today's call we discuss why Ethereum is grabbing attention in the crypto space. We also look at sterling as we await an expected Brexit breakthrough soon and discuss a very interesting move from Chancellor Sunak on infrastructure. A look at commodity markets includes a rare look at cocoa after a huge spike last week. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.