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
Global Head of Macro Strategy
Summary: On Friday, US equities suffered an ugly extension of their steep sell-off from Thursday ahead of the three-day Labor Day weekend, but managed to stage a strong, if fitful rally to close less than a percent lower, in the case of the S&P 500. This week we watch for whether the sudden injection of volatility last week has altered the landscape and what the ECB brings to the table at this Thursday's ECB meeting.
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Economic Calendar Highlights for today (times GMT)
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