Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Saxo Group
Summary: At Saxo Bank, we see three distinct possibilities between now and inauguration day on 20 January 2021: a Trump or Biden victory, or a contested election. In this cheat sheet, our strategists summarize their views on how different asset classes could react to each of these outcomes.
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