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Melt-up continues despite weak data, Aramco IPO
Today's slide deck: https://bit.ly/35fMX3F Today we discuss the ongoing market melt-up and sound a few notes of concern on the fundamental data front, as well as the strength of the trade deal narrative. Peter discusses the Saudi Aramco valuation metrics ahead of the company's IPO. Today with Peter Garnry on equities, Ole Hansen on commodities, and hosting, John J. Hardy on FX.
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By SaxoStrats
4.9
122122 ratings
Today's slide deck: https://bit.ly/35fMX3F Today we discuss the ongoing market melt-up and sound a few notes of concern on the fundamental data front, as well as the strength of the trade deal narrative. Peter discusses the Saudi Aramco valuation metrics ahead of the company's IPO. Today with Peter Garnry on equities, Ole Hansen on commodities, and hosting, John J. Hardy on FX.
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