Quarterly Outlook
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity
John J. Hardy
Global Head of Macro Strategy
Summary: The market has read the Fed chairman's latest remarks as dovish but the difference between this and earlier statements is marginal. Meanwhile, investors are eager to see whether Trump can master the art of making a deal with Xi.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity