Today's slide deck: https://bit.ly/2OuwHJ0 -
Today we look at the positive correlation between equities and treasuries after Wall Street tried to piece together a strong close to last week after a large intra-week sell-off. But the comeback attempt is crumbling suddenly as the week gets underway, with US treasury futures selling off again and the US dollar firming broadly. Elsewhere, we look at the further spike in oil, delve into FX levels and correlations, preview the week ahead in equity earnings and macro event risks and much more. On today's call were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.