The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Summary: Today we look at the shock news this morning that US President Trump and his wife have tested positive for Covid-19 and sift through the market reaction, as well as the huge drop before that shock news in copper prices in particular and the tactical challenge that provides for the reflationary narrative. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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