Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we delve into the FDA approval for Biogen's controversial Alzheimer drug and key next steps for the company as this approval is not final. Elsewhere, we look at technical levels for Bitcoin now that it is breaking down again and trading below the lowest daily close since January. A look at the difficulty in getting price signals from the US treasury market, European car-maker valuations, FX stories and more on the call. On today's pod were Peter Garnry on equities, Althea Spinozzi on fixed income 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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