Nasdaq 100 is less than 1% from all-time high amid US unrest and high unemployment

Today's slide deck: bit.ly/30fa4MzRisk sentiment is strong across all markets with a weaker USD, stronger equities with Nasdaq 100 less than 1% from a new all-time high and crude oil higher. The narrative remains the V-shape recovery and big government stimulus. However, the risk-reward ratio in equities is getting increasingly bad and the momentum in oil price seeds its own demise. Today with Peter Garnry on equities and Ole Hansen on commodities.