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 assess the US equity markets remarkable snapback that has now entirely erased the deleveraging move that unfolded last week on the short-squeeze phenomenon and also discuss whether this is necessarily a sign of market health. Also a look at key earnings report in equities, commodity stock under-performance, whether the stronger US dollar and/or rising US yields represent a headwind for risk sentiment, the reversal of silver prices and more. Today's call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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