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 look at reflationary narrative and how it is holding up - or not, especially in the US treasury market, where the longest yields continue to fall. Also a look into the implications of US Treasury Secretary Mnuchin pulling the plug on emergency Fed lending programs, signs of stress in Chinese corporate debt, a fresh look at EV stocks like Tesla, NIO and Nikola and more. Today with Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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