Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
Global Head of Macro Strategy
Summary: US markets continued to recover with signs of frothy speculation returning in force in options for bubble stocks like Tesla, while European equities remain thoroughly stuck in a rut. In FX, the Chinese yuan strength has slowed its progress while the JPY is showing signs of revving to life as Japan has its first new Prime Minister in almost eight years.
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