Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the strong market bounce in the US, but note some very interesting exceptions, look at what today's ECB meeting will bring, talk oil and Chinese commodity demand, sterling, gold and much more. Today with Ole Hansen on commodities, Peter Garnry on equities, and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
Follow Saxo Market Call on your favorite podcast app: