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 a very strong boost for US and European stocks yesterday, in the US driven in part by hopes that Democrats and the Trump administration can move on a new stimulus package. We discuss metals both industrial and precious, the intense focus on the first Biden-Trump debate, and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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