Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Head of Commodity Strategy
Summary: Arabica coffee prices soared by nearly 33% over the course of the past month, but the rally has now paused after hedge funds cut their record short position in half.
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
China Outlook: The choice between retaliation or de-escalation
Commodity Outlook: A bumpy road ahead calls for diversification