Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
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Clare MacCarthy
Senior Editor, Saxo Bank
Summary: Join Saxo's Chief Economist, Steen Jakobsen, and Head of FX Strategy, John Hardy, as they discuss the US-China trade war in light of an unexpected downturn in Chinese industrial production and retail trade data. Complacency remains the dominant tone across markets but both gold and Bitcoin have shot higher, possibly on CNY devaluation fears.
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Commodity Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Head of Commodity Strategy