Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today, another look at the squeeze on the most shorted stocks as the intense GameStop squeeze continued yesterday and even after hours despite Monday's pump and dump in the stock. Elsewhere, we preview Tesla and Apple earnings, look into the US treasury and Italian BTP market, preview the FOMC meeting tonight, note signs of strong demand for risky UAL debt and more.
Listen to today’s podcast and have a look at today’s slide deck.
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