Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today, we look at the extension of the US equity market sell-off suddenly finding support intraday yesterday and managing to close around unchanged, with Bitcoin surviving a simultaneous challenge of the key 40,000 area. US long treasury yields also topped out yesterday with auctions in coming days critical for measuring demand after the recent spike in yields. A look at FX developments, key equity stories and earnings and macro event risks on on tap and more in today's pod, which features 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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