Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Market suffered a volatile session to open the week yesterday, with a broad-based downdraft in risk sentiment across asset classes. While much of the damage was erased by the end of the day, the volatility is a warning sign that the market rally could be a bit fragile. We also look at key commodities and fixed income developments, as well as the bombshell news that Apple is looking into producing autonomous EV's. Today's call with Peter Garnry on equities, Althea Spinozzi on fixed income, 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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