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: Today we look at whether the Everything Up trade can continue from here, and if so, the narrative that is driving it, especially TINA and the idea that the Fed will remain hyperactive as long as US political gridlock means fiscal stimulus will remain largely handcuffed for some time. Today with 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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