Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today, a look at the end of the short Trump era and the transition to a Biden presidency today, including the priority list from incoming Treasury Secretary Janet Yellen after her nomination hearing yesterday. We also dive into the latest on volatile Italina politics and how the ECB continues to crush EU sovereign yield spread. A full run down of important commodity markets also on the call. Today's call with Althea Spinozzi on fixed income, 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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