The market sees the glass as half full.

Today's slide deck: bit.ly/3nuPwIV  -Today we look at the positive mood in the US equity market and the narrative driving that mood around stimulus prospects and whether the market's complacent stance is justified. We also look into the global grain market supply situation as wheat hits five year highs, contrast US and European small cap performance and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.