Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Summary: In today's equity focused podcast we talk about the growing electric vehicles ecosystem of recycling and charging, Adobe's earnings Thursday next week which will be important for sentiment on AI-related stocks, and finally we talk about next week's IPO of Arm and whether this is potentially "AI washing", with Peter Garnry and Oskar Bernhardtsen.
Listen to today’s podcast
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