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
Global Head of Macro Strategy
Summary: US equities were largely sideways yesterday after the blowout rally on Monday. The US mega-banks JP Morgan and Citigroup reported positive earnings results relative to expectations, but their share prices dropped on the day as investors were concerned that the results were due to one off factors. Goldman Sachs and Wells Fargo report today. Elsewhere, the US dollar ticked higher and gold lower.
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Economic Calendar Highlights for today (times GMT)
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