Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
Summary: Today we look at what looked like a key reversal day for the near term yesterday - as the US equity market rolled over after attempting to pierce key resistance, and the US dollar rally attempt was likewise crushed. Also, we cover the Nvidia earnings, some key provisions in the "big beautiful bill" that could spell trouble for US markets and the USD and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
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