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 look at a very strong boost for US and European stocks yesterday, in the US driven in part by hopes that Democrats and the Trump administration can move on a new stimulus package. We discuss metals both industrial and precious, the intense focus on the first Biden-Trump debate, and much more. Today 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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