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 features Saxo CIO Steen Jakobsen as we quickly discuss the dynamics driving the spike higher in long US treasury yields (and yields around the world). This sharp rise in real yields at the long end of the curve to remarkable new highs is creating a significant danger moment for markets. Investors should move to protect their portfolios.
Listen to today’s podcast - slides are available via the link.
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