Navarro trips up markets, the macro setup and gold

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Today's slide deck: bit.ly/3dnwIoFToday we look at the overnight stumble and recovery in markets on fears linked to the US-China trade deal status, discuss signs of ongoing lack of market breadth, the chief reflationary and yield-curve-control policy outlook driving the macro setup across many markets, particularly gold. Today with Ole Hansen on commodities and John J. Hardy on FX.

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