Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at what may be shaping up as the greatest month for equity markets in history, ponder whether the EV sector is getting overheated, take a deep dive into rare earth minerals, check in on oil prices making major new highs and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on currencies.
Listen to today’s podcast and have a look at today’s slide deck.
Follow Saxo Market Call on your favorite podcast app: