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
Summary: Today we discuss the quite modest market reaction to the momentous news of Trump's new tariffs announced over the weekend and what to look for next across asset classes, from foreign exchange to equities, commodities and US treasuries. On today's pod are John J. Hardy, Global Head of Macro Strategy and Ole Hansen, Head of Commodity Strategy.
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