Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Summary: Today we look at the tepid market reaction to Trump's threat of imminent tariffs on Canada and Mexico. Do the markets think he is bluffing? Also: plenty of interesting earnings developments this week and next to discuss, together with ECB, EURUSD and more. Today with Global Head of Investment Strategy Jacob Falkencrone, with Global Head of Macro Strategy John J. Hardy hosting.
Listen to the full episode now or follow Saxo Market Call on your favorite podcast app:
Link to today's slide deck: