Outrageous Predictions
Adipositas-Medikamente für alle – auch für Haustiere
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we discuss the quite modest market reaction to the momentous news of Trump's new tariffs announced over the weekend and what to look for next across asset classes, from foreign exchange to equities, commodities and US treasuries. On today's pod are John J. Hardy, Global Head of Macro Strategy and Ole Hansen, Head of Commodity Strategy.
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Link to today's slide deck:
Q1-Ausblick für Trader: Fünf grosse Fragen und drei graue Schwäne
Q1-Ausblick für Anleger: KI erfordert Disziplin und Diversifikation