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 discuss whether, with conditions about as good as they can possibly get and ever have been historically, it is time to hedge risk exposure and take a few chips (or more) off the table. We also drill into Disney earnings, the Bumble IPO, why gold is struggling for air and oil should be struggling for air and a look at whether EURUSD could stay capped here. Today's call with Peter Garnry on equities, 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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