Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we are discussing China's lockdown of Shenzhen, Tencent's 10% plunge in Hong Kong trading, FOMC rate decision on Wednesday, JPY weakness being a commodity importer, Nickel contracts on LME still being closed today, gold's recent weakness despite the ongoing war in Ukraine, Volkswagen earnings and takeover rumours of Just Eat Takeaway. Today's pod features Peter Garnry on equities and Ole S. Hansen on commodities.
Listen to today’s podcast and have a look at today’s slide deck.
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