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 the shock news this morning that US President Trump and his wife have tested positive for Covid-19 and sift through the market reaction, as well as the huge drop before that shock news in copper prices in particular and the tactical challenge that provides for the reflationary narrative. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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