Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
Global Head of Macro Strategy
Summary: Trump tweets touting terrific US-China trade deal to come and a nixing of the March 1 negotiating period deadline have turbocharged risk appetite again and taken USD to the lower end of the trading range again, threatening a break down if the momentum continues – something it hasn’t done in either direction in most cases.