Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the curious market behaviour over and after the first presidential debate between Biden and Trump late yesterday, which was neither presidential nor much of a debate and ponder why the market reacted the way it did in its wake. Specific equity stories and fixed income perspectives also on the call. Today with Peter Garnry on equities, Althea Spinozzi on bonds, 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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