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
Head of Commodity Strategy
Summary: Last week ended with US equity markets perched near the top of the range, while European indices were a bit wobblier int the close of the week. This week we look forward to the US political season heating up with the Democratic Convention starting today as accusations swarm that President Trump is attempting to sabotage the election by disrupting the postal system.
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