Bad is good, or Adventures in the Land of Everything Up
Today's slide deck: https://bit.ly/2IcpLNb - Today we look at whether the Everything Up trade can continue from here, and if so, the narrative that is driving it, especially TINA and the idea that the Fed will remain hyperactive as long as US political gridlock means fiscal stimulus will remain largely handcuffed for some time. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.