Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the very positive market sentiment as traders bet on incoming US stimulus even after the latest talks between the Trump administration and the Democrats failed to result in agreement. We also look at rising grain prices, preview the week ahead as US earnings season gets under way in earnest this week and much more. Today with 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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