Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today a look at the new record highs for the major US indices, where the epicenter of the next market correction is likely to be, how the current trends of rising USD, rising US yields, and rising risk sentiment are eventually incompatible, what spiked gold yesterday, a look at oil, e-commerce theme stocks, whether sterling may be able to sustain a solid move higher after the BoE and more. Today's call with 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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