Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Following yesterday's dramatic price action across USD, JPY, European equities, gold and silver, and stunning comeback by Nasdaq 100 we zoom in on the prospects for a rebound. The USD seems to sit at the center of yesterday's sell-off so watch USD for clues about the strength of the rebound in risk. We also talk about GM's fight to defend its Nikola stake and the big Tesla "Battery Day" which could put carmakers under pressure. Ole is providing colour on the mini flash crash that happened in gold and silver yesterday. 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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