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Jan 2025
17m 59s

Trump 2.0 swings into action

SAXOSTRATS
About this episode

The day after Trump's inaugural address, we sort through the interesting things that Trump said as well as what went unsaid and break down some of the ensuing market action, most of which was quite modest after the WSJ broke a key story indicating Trump would not be announcing any tariffs until federal agencies were tasked with investigating key countries. Today's episode features John J. Hardy, Chief Macro Strategist and Ole Hansen, Head of Commodities Strategy.

See John's Q1 Macro Outlook here. See John's Q1 FX Outlook here. See Ole's Q1 Commodity Outlook here. See Charu's Equity Outlook here

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

Please reach out to us at marketcall@saxobank.com for feedback and questions.

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