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
Summary: Today features Saxo CIO Steen Jakobsen who takes us through the evidence that stagflation has arrived with sustained higher prices over the horizon while real growth is cratering. We also delve into the copper market, the outlook for a number of currencies, a laundry list of currencies reporting supply chain issues, why yields are headed higher and why the stock market has the backdrop wrong here. Hosting today's pod is John J. Hardy.
Listen to today’s podcast and have a look at today’s slide deck.
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