Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the most volatile US equity market session in weeks and whether risk sentiment is deteriorating, in part on concerns linked to China's policy agenda of fighting inequality. Also, a look at copper trading down at pivotal levels, cotton gunning at a huge resistance level, the RBNZ's holding back from hiking rates but providing hawkish guidance. In equities, we look at the impact and implications of new headlines on the policy focus in China and preview Nvidia and other earnings. 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 and have a look at today’s slide deck.
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