Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we tease an upcoming Webinar we are hosting tomorrow discussing the prospects for the energy sector from here as this important sector may have reached a kind of absolute low in 2020 from crashing oil prices and investor neglect. We also preview this Wednesday's FOMC meeting, discuss the incredible surge in Disney stock, look at the current high volatility regime, important levels in precious metals, the status on the US dollar and more. 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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