Earnings fundamentals, inflation and Trump's health

Today's slide deck: https://bit.ly/3d6ap8v   - Today we look at what  could prove a very choppy week ahead, with the overhanging question of US President Trump's health, the fate of US stimulus and the beginnings of earnings season all on the agenda this week. We also look at whether the US treasury market is signaling inflation worries and speculative positioning there, developments in Facebook, key commodities, the US dollar and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.