Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we do a brief market wrap as US treasury yields continue to ratchet higher as a possible debt ceiling deal may be looming and as we ponder how that could alter the landscape. But the bulk of today's podcast is dedicated to the results from our latest Listener survey, rounding up the SMC listener's thoughts on where the US equity market, commodities and the US dollar are headed and addressing some of the many topics that our listeners thoughtfully forward. We'll round up some answers to more of these great questions in next Friday's podcast. Today's pod features 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 - slides are available via the link.
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