Pondering Archegos risks. Important week for macro data, quarter-end.

Today's slide deck:  https://bit.ly/3cxBClQ   - Today we look at the kerfuffle in the wake of the Archegos hedge fund meltdown that unfolded late last week, even if it didn't  affect the broader averages until the scale of the situation became clear over the weekend. We ponder whether this is a one-off or if it is a sign of a concerning pattern. We also preview the important week ahead, with key US labor market data that will get increasing focus from here as we transition to the post-lockdown reality in the US. Quarter end is also this week. We preview the key global equity earnings reports this week as well.  Today's call with Peter Garnry on equities and John J. Hardy hosting and on FX.