Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we are watching and waiting for the US to come back online after the three-day weekend as the close on Friday has kept equity markets and the US dollar in limbo. We discuss the remarkably steep natural gas forward curve at length and what it is telling us, highlight interesting retail names reporting earnings today in the US, and note the huge headline risks in geopolitics as Russia's Putin is out speaking today with China's top diplomat in Moscow. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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