Pondering the post-Covid potential.
Today's slide deck: https://bit.ly/3bCLPgN - Today, we look at Biden's possible large stimulus plans, where the Fed can make a policy mistake once we get post-Covid vaccine and how the market is already second guessing the Fed's forecasts on the timing of the first hike, whether the market is under-estimating the potential for a stock like Delta Airlines in 2022 and beyond, oil and commodity markets, especially the interesting dips in Chinese commodity purchase in December, and much more. Today on the call are Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
