Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
Summary: On the call today, we have a look at the rather indifferent FOMC meeting, even if important themes were discussed by Powell during the press conference. Elsewhere, the standoff between the Trump administration and Congress on further stimulus is a prominent concern for markets until a breakthrough is achieved. Today, equity traders should be zeroing in on the mother lode of earnings reports from Apple, Alphabet, Amazon and Facebook - all after the close today.
Listen to today’s podcast and have a look at today’s slide deck.
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