Earnings season revs up, US stimulus question remains

Today's slide deck: https://bit.ly/37n1iiS    - Today we take a look at the optimistic start to the week after a weak close on Friday, talk the ongoing earnings season - especially interesting plans from IBM as it reports today, discuss AUD downside potential, and look at the importance of US stimulus prospects. We also have a a look at the latest shifts in commodities positioning. Today with Peter Garnry on equities, Ole Hansen on equities, and John J. Hardy on FX.