Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we offer our final thought ahead of the US Election, including uncertainties on the quality of polling data and market reaction for various scenarios across asset classes, particularly for gold and FX. 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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