Today's slide deck: https://bit.ly/3ajsSgZ -
As traders in the US have been held back from speculating in names at the center of last week's massive short squeeze, they have shifted their attention to the silver market. Today we offer perspective and a look at how the market operates as well as where the focus should be if any real shortage in the physical market were to develop. Also, we have a look at upcoming earnings reports in the busiest week of earnings season thus far, and take a look at sterling ahead of the BoE meeting this Thursday. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.