Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Chief Investment Strategist
Key points:
Recent FX articles and podcasts:
29 May: AUD: Hot inflation reaffirms rate cuts remain some way off
Recent Macro articles and podcasts:
16 May: US CPI: Putting a September Fed Rate Cut Back in Play
Weekly FX Chartbooks:
FX 101 Series: