Today's slide deck: https://bit.ly/4ibC6x2   -

Today we look at the ugly rollover in risk assets as markets fret the geopolitical backdrop and perhaps rein in risk exposure ahead of the most important earnings event of the quarter: Nvidia's, which reports after the market close on Wednesday. We also talk the blistering pace of geopolitical developments and policy moves from the Trump administration as well as asking what Europe does next. On today's call are Saxo Global Head of Investment Strategy Jacob Falkencrone and Global Head of Macro Strategy John J. Hardy.

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