Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the market action heading into this week as risk sentiment ex Asia remains in the dumps on new Covid-19 lockdowns and possibly on jitters ahead of the US election. A look at the steepening US yield curve and the drivers there and thoughts on the USD and AUD ahead of the US election and RBA meeting. Today with Althea Spinozzi on fixed income, 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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