Market focus zooming back in on near term concerns?
Today's slide deck: https://bit.ly/2IFRzKN - Today we look at the weakness in the US equity market late in yesterday's session, ponder whether the market could struggle to look through the near term Covid-19 doom and gloom, highlight the complacency on the situation in the EU after Poland and Hungary vetoed the EU budget and recovery package, with a meeting today on next steps. Also a look at earnings from NVidia and Workday, thoughts on gold, platinum and soaring soybeans and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.