Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the latest market action, discuss the FOMC meeting and what the market is looking for from the Fed and how sensitive it will prove if it doesn't get what it is expecting. Also, a look at long term investment themes in EM and biotech, uranium-linked equities on fire, whether Robert Shiller is suddenly folding on CAPE over-valuation risks, and much more. Today with Peter Garnry on equities, Ole Hansen on commodities 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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