Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Senior Investment Editor
Summary: "Wake me up when September ends," is not only a megahit by the American rock band Green Day, but probably also a trading strategy that many investors would have liked to adopt in 2022. Sleeping the month away would have shielded you from what can only be viewed as a bloodbath - unless you've invested in the US Dollar.