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 Macro Strategist
Summary: Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime.
Overview…
BoE Call: Looking for QE increase of £150bn and overall ultra-accommodative message
EUCO Preview: See you next month!
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Start-End = Gratitude + Integrity + Vision. Create Luck. Process > Outcome. Sizing > Idea.
Namaste,
KVP