Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Trader Strategy
Dan Squires
Head of Sales - UK
Summary: UK cybersecurity stock Darktrace has just agreed a $5.2bn cash takeover (620p a share). The shares are up 20% today, up 64% YTD, and up 120% over 1 year. Cybersecurity feels like a power-theme that is going to run and run.