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's special edition podcast, recorded May 2, features an interview with Saxo Chief Economist and CIO Steen Jakobsen as we look at the current lay of the land across markets, discussing the funk equity investors find themselves in as they await this week's FOMC meeting, how far the Fed is ready to take policy tightening, USD liquidity challenges and therefore challenges for global liquidity, the ongoing impact from the war in Ukraine, the hapless Bank of England and headwinds for the UK economy, deglobalization and limits of the physical world, China and more. John J. Hardy hosts.
Listen to today’s podcast here
Follow Saxo Market Call on your favorite podcast app:
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
China Outlook: The choice between retaliation or de-escalation
Commodity Outlook: A bumpy road ahead calls for diversification