Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Summary: The day after Trump's inaugural address, we sort through some important things that Trump said as well as what went unsaid and break down some of the ensuing market action, most of which was quite modest after earlier volatility on a WSJ story. Today's episode features John J. Hardy, Chief Macro Strategist and Ole Hansen, Head of Commodities Strategy.
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