Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Summary: In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they mainly focus on Nvidia's upcoming earnings. They also discuss. Li Auto, Palo Alto, Microsoft, AstraZeneca and JP Morgan.
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