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
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Steen Jakobsen
Chief Investment Officer
Summary: Saxo CIO Steen Jakobsen offers a quick update on the implications of critical developments for the ECB and the Federal Reserve over the last 24 hours. First, Christine Lagarde's appointment as next ECB President and what it means, especially for the independence of the ECB, and second US President Trump's nomination of two policy doves for the empty spots on the Fed Board of Governors.
Quarterly Outlook
Global Head of Macro Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Commodity Strategy
Quarterly Outlook
Global Head of Macro Strategy
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Commodity Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist