Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the ugly sell-off in US equities on Friday and the degree to which fresh anti-trust concerns on Apple are driving the action, the latest initiatives in China against platform companies, the stakes for Norway in today's general election, the oil and industrial metals markets, the week ahead in macro data and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities 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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