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cover of episode Trump doesn't like TACO. USD breaking down?

Trump doesn't like TACO. USD breaking down?

2025/6/2
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Saxo Market Call
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John J. Hardy
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John J. Hardy: 我认为目前美元正在贬值，这与特朗普政府最新的关税政策有关。乌克兰的无人机袭击俄罗斯事件标志着一种新的战争模式，廉价无人机可以有效地打击高价值目标。特朗普可能因为对“特朗普总是退缩”的说法感到不满，而加倍征收钢铝关税。未来一周对美国的贸易和宏观数据至关重要，这些数据将影响美联储的政策走向。如果美国数据持续疲软，美联储可能会在七月降息50个基点。同时，加密货币未能确认美国股市的新高，这表明它仍然是一个可靠的先行指标。

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Chapters
The recent Ukrainian drone attack on Russian long-range bombers highlights the changing nature of warfare. Cheap drones are proving highly effective against expensive military assets, raising questions about the future of military spending and strategy. This event may also impact geopolitical tensions.
  • Ukrainian drone attack on Russian bombers
  • New age of warfare using cheap drones
  • Cost-effectiveness of drone attacks
  • Geopolitical implications of the attack

Shownotes Transcript

Today, a look at global equities and the US dollar on tilt as a new week and a new month get underway as geopolitical and trade tensions ratchet higher again, especially on Trump's doubling of steel and aluminum tariffs (was this in response to his finding out about the "TACO trade"? (Trump Always Chickens Out)). A rundown of the raft of the key US data up this week ahead and more also on the pod, which is hosted today by Saxo Global Head of Macro Strategy John J. Hardy.

John's latest FX Update). 

 

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