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 Macroeconomic Research
Summary: Friday's US GDP release was likely a net positive for the Trump administration as we head into the midterm elections, with the economy looking robust save for a slowdown in real estate and the automotive sector.
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