Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Market Strategist
Summary: Why the Australian market and Australia dollar are looking hotter and bullish. Daigou is dying, what does this mean? Biden threatens more sanctions on Russia and action against China. The Yen remains under pressure. And why look at, but be cautious of Australian tech and China tech stocks, as gains might be short lived.
Co-written by Market Strategists Jessica Amir in Australia, Redmond Wong in Hong Kong, Charu Chanana in Singapore.
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