Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at yesterday's FOMC meeting and whether it is the cause of the market's sudden sell-off, delve into US economic data both strong and weak, discuss portfolio risks as treasuries are going nowhere, look at the resurgent JPY, the zany Snowflake IPO price action and more. Today with Peter Garnry on equities 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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