US treasury yields the critical focus across markets
Today's slide deck: https://bit.ly/32BP7LM - Today we put the rise in US yields in perspective and underline the critical ramifications across all markets if US yields continue higher from here. Also a look at USDCNY/USDCNH, the market's appetite for junk debt since the US election and Covid-19 vaccine hopes, thoughts on gold and much more. Today with Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.