Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Trader Strategy
Summary: Today we try to quantify and illustrate the equity markets most sensitive to rises in long yields, i.e., duration sensitivity, noting particularly chunky declines in the most duration sensitive markets yesterday. As well, a look at the "buy the fact" reaction to the US release of strategic oil reserves, key FX stories, including the RBNZ proving less hawkish than the market hoped and much more. Today's pod features Peter Garnry on equities, Ole Hansen on fixed income 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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