Daily Morning Call

From the Floor: 'It's safe to say reflation is here' — #SaxoStrats

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   • Chinese PPI data 'confirm reflation theme': Wu
   • USD continues to retreat from multi-year peak
   • Mining, biotech sectors outperforming relative to indices
   • 'We see much more upside for global financials': Garnry
   • Record long position weighing on crude oil prices
   • $1,196-1,204/oz 'the key resistance level' in gold: Hansen
   • Small risk-off trend capping yields, boosting bonds
   • European and emerging market corporate bonds supported: Fasdal