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: Palladium is under renewed pressure as weak auto sales and the US-China trade dispute remove focus from tight supply. Key support at $1,316/oz stands in the way of potential further weakness towards $1,225.
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