Today's slide deck: https://bit.ly/36tQPR5 -
Today we look at the strong Friday close in the US, but note that breadth in the US market is remarkably weak. Also, a look at the weakening of conviction on the reflation trade, whether the JPY is set to take the lead in the FX market from the US dollar, gold levels, a preview of the earnings and macro calendar for the week ahead and more. Today's pod is hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic