Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at a very disappointing session in the US yesterday with the narrative tough to extract as the status of stimulus remains tense and uncertain and in Europe, Covid shutdowns may see a widening impact on confidence. Also today, a look at key earnings stories, AUD and GBP weakness, the latest on grains and much more. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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