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A risk off sentiment greeted traders in the new week, with dark clouds gathering around oil as well as other negative news. Commodity currencies, led by CAD, are down, and the pound is also suffering its own Tata trouble. US factory orders stand out as well as the RBA meeting. Will Stevens talk down the Aussie? The big news over the weekend of the Panama Papers does not have an immediate impact on markets, but with further revelations coming up, we should keep our eyes open.

Wrap up of the morning show for April 4th 2016: