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 we look at continued strength in equity markets on earnings optimism, particularly in Europe, look at JP Morgan's shifting attitudes on the cryptocurrency space, talk Tesla results, note that grains and copper are on fire, look at drivers for the strong South African rand, run down upcoming earnings and much more. On today's pod were Peter Garnry on equities, Mads Eberhardt on Crypto, 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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