Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
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Podcast: Sentiment comeback broadens ahead of ECB meeting
Saxo Market Call
Summary: Today we look at the broadening improvement in risk sentiment, as European stocks got on board with the powerful US market bounce, crude oil rebounded sharply and even the lagging FX market shifted back to a more pronounced risk-on stance. Still some wood to chop to argue that markets are in the clear, but the latest action supports the view that the recent swoon in sentiment was a one off brief consolidation. Also today, a look at the yield bounce and whether rising yields as we transition to August will provide the eventual headwinds for this market's further advance.
Listen to today’s podcast and have a look at today’s slide deck.
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