Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
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Michael McKenna
Head of Editorial Content, Saxo Bank
Summary: Both Washington and Beijing want to see this weekend's G20 summit lead to a trade deal, but all signals point to an enormous gap between the two powers' expectations. This leaves the G20 as the key macro event risk for CNH, Chinese equities, US equities, and markets as a whole.
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