Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at a massive week ahead for the equity market as the earnings season swings into full gear and a bevy of megacap and other names are out reporting. Tonight sees Tesla reporting after the US close, with tough expectations hurdles to clear. Elsewhere, we look at whether US treasury and EU sovereign yields are set to pull back higher, look at why AUDUSD hasn't yet flown to new highs despite surging metals prices and more. On today's call were Peter Garnry on equities, Althea Spinozzi on fixed income, 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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