Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Global Macro Strategist
Summary: In this special Macro Dragon edition we look at some potential tactical pathways & trade views around the US elections, given a potential Trump upset, Biden Victory, contested scenarios, or worse!
Part 3 of 3 in our views on potential equity pathways & tactical views for the US elections. For a full cross-asset run down, our VIPs can reach out to their GST/RM rep. to set up a call with our Strategist - including KVP.
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Start-to-End = Gratitude + Integrity + Vision + Tenacity | Process > Outcome | Sizing > Idea
This is the way
KVP