Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Summary: Today we look at the euro trying to piece together a rally as the Le Pen-Macron debate ahead of the Sunday election run-off was seen as a victory for Macron. As well, we break down yet another impressive quarterly earnings and deliver performance from Tesla, which has shown an impressive ability to expand margins. Earnings previews, the latest on crude oil and product supply tightness, FX themes and more on today's pod, which features Christopher Dembik on macro and France, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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