Slide deck: https://bit.ly/3M8KIEG -
Today we assess a strong market comeback yesterday on little news, but certainly with a strong dip in crude oil prices providing a bit of a tailwind, as well, perhaps as an incredible lack of bullish sentiment according to at least one weekly US survey. We also discuss the prospects for Netflix after the company announced a drop in subscribers and shares were marked down heavily in after hours trading late yesterday. The sharp weakening move in CNH, whether CHF is set to move sharply in the wake of the French presidential run-off this Sunday, gold and crude oil, more earnings previews and more also on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic