Confusing US employment data, cross-market volatility perspective

Today's slide deck: bit.ly/2BWJuNXToday we offer perspective on the latest US payrolls number and the disconnect with jobless claims data, put some of the recent valuation levels in perspective and discuss how the lack of price discovery in sovereign debt due to central bank intervention is driving the narrative. A look at gold, oil, FX and much more on the call. Today with Peter Garnry on equities, Ole Hansen on equities and John J. Hardy on FX.