Pivotal week ahead as US yields at cycle highs
Today's slide deck: https://bit.ly/3vkveWF - Today we look at the US treasury market closing last week at new cycle highs and the pivotal week ahead, as US stimulus checks hit the street this week and the FOMC meeting on Wednesday will see the latest Fed policy forecasts and possible other moves. We also look at whether travel stocks are over-anticipating the coming bounce-back in activity, gold showing an interesting change of behavior on Friday, AUD dropping on Chinese iron ore production signals and much more. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
