Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at a tepid session in the US as we continue to await stimulus news, sift through the ugly earnings report from Intel after the close yesterday, ponder the long end of the yield curve in the US and Italy, look at how to hedge a disruptive US election scenario in FX, and walk through US data and upcoming key macro calendar events next week. Today with Peter Garnry on equities, Althea Spinozzi on fixed income 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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