Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Chief Investment Strategist
Key points:
Recent FX articles and podcasts:
29 May: AUD: Hot inflation reaffirms rate cuts remain some way off
Recent Macro articles and podcasts:
Weekly FX Chartbooks:
27 May: Weekly FX Chartbook: Fresh USD upside from hawkish bolts and trade threats
13 May: Weekly FX Chartbook: US CPI and US-China trade tensions on the radar
29 Apr: Weekly FX Chartbook: Fed’s hawkishness meets BOJ’s dovishness
FX 101 Series: