Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the sudden slide in sentiment after the US equity market close yesterday, in the wake of four of the largest US companies reporting earnings. The bad mood was most concentrated on Apple and its lack of guidance for the holiday season. Elsewhere, a look at very weak oil markets, the key support levels for gold, FX themes and signs of strong turnout in the US election. Today with Peter Garnry on equities, Ole Hansen on equities 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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