Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
FX Trader, Loonieviews.net
Summary: Dollar bulls are cheering US GDP and personal consumption/expenditures beats while Wall Street trades broadly unchanged in the early New York hours as markets weigh macro data against the lack of a North Korea deal.
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
China Outlook: The choice between retaliation or de-escalation
Commodity Outlook: A bumpy road ahead calls for diversification