Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Market Strategist
Summary: On Monday, gold buying mounted, iron ore continued its rally, and grain stocks sewed up amid Russian tension escalating and parts of Australia flooding. This supported the commodity rich Australian stock market rallying and outperforming most global markets. Meanwhile, US markets are bracing for stocks to fall as Russia warned it could use its nuclear powers, while the US is likely to put sanctions on Putin, and NATO looks set to defend Ukraine with commandoes on foot. Here are the equity considerations for the week ahead, and trading ideas.
Co-written by Market Strategists Jessica Amir in Australia and Redmond Wong in Hong Kong.
So, what’s happening in equites markets?
What to consider?
Trading ideas
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