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: With Charu Chanana in the studio, we leave the earnings season aside for a while and focus on the macro side of things.
We take a look at the US economy in the light of the very strong non-farm payroll report that came out Friday. We also discuss the Red Sea crisis and its implications for oil, freight rates and markets at large. Finally, we assess the financial situation in China and Australia.
Listen to today’s podcast.
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