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 EU yields pulling sharply higher yesterday, adding pressure for the ECB to respond one way or another at its meeting on Thursday. Elsewhere, the USD is sinking fast, commodity prices are rising, US equities wobbled ahead of an interesting test of sentiment on the Netflix earnings call today. This an more on today's pod, with Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities, 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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