Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
Summary: Today we look at another strong session for US equities, which barely bothered to register concern after regular trading hours late yesterday on the US President Trump move against Chinese social media companies. We also look at the key driver across markets at the moment, the persistent drop in the market pricing of forward real interest rates.
Listen to today’s podcast and have a look at today’s slide deck.
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