Podcast: The Biden Presidency greeted with a swell of enthusiasm

Podcast: The Biden Presidency greeted with a swell of enthusiasm by Michael McKenna
Today, a look at the best Inauguration Day performance for US stocks since Reagan’s re-election in 1985, a run down of BIden policy priorities, a status check on the earnings season thus far, a discussion of our equity theme baskets for green energy and next generation medicine, the odd dissonance of still low long rates despite the narrative and much more. Today’s call with Peter Garnry on equities and John J. Hardy hosting and on FX.

Listen to today’s podcast and have a look at today’s slide deck.

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Topics: Podcast Forex Equities Commodities Macro Nasdaq EURUSD Gold Crude Oil US Election