Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today features Saxo CIO Steen Jakobsen who takes us through the evidence that stagflation has arrived with sustained higher prices over the horizon while real growth is cratering. We also delve into the copper market, the outlook for a number of currencies, a laundry list of currencies reporting supply chain issues, why yields are headed higher and why the stock market has the backdrop wrong here. Hosting today's pod is John J. Hardy.
Listen to today’s podcast and have a look at today’s slide deck.
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