Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today, we look at market sentiment attempting a recovery into the close last week as high correlation across markets remains a concern. This week, China is off-line, but we have peak earnings season for major companies reporting. We also have a bevy of central banks meeting this week, beginning with Australia's RBA tonight, where Governor Lowe and company are set for a tardy end to the RBA's balance sheet expansion. A look at crude oil, biofuels driving soybean prices higher and more on today's pod, which 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.
Follow Saxo Market Call on your favorite podcast app: