Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Summary: This special episode features a conversation on all things trading with Brent Donnelly, a veteran trader and writer. Brent has more than 25 years of experience trading currencies and other assets with major international investment banks and hedge funds. Brent is a gifted writer who pens daily market thoughts on FX and macro with spectramarkets.com, peppered with insightful comments on market movements and ideas for what may happen next. His two books offer traders of all levels a roadmap for what successful trading looks like, never shying from describing the hard work that is necessary on all levels, from trader mindset, behavior and money management, to the fundamental and technical expertise.
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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