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
Summary: Today we discuss three things. Earnings expected tomorrow from Apple, Novo Nordisk, and Fortinet. The green transformation meltdown that just continues every month with Orsted as the key example today down 16%. Finally, we discuss the earnings season and the surprises from US technology and European companies, with Oskar Bernhardtsen and Peter Garnry.
Listen to today’s podcast.
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