Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at yesterday's broad-based sell-off in the US session, one that was concentrated in some of the highest-flying names that have seen wild swings driven by options market dynamics that we discuss in today's call. Other markets were mostly quiet, but any further rise in the USD and/or JPY could drive further volatility. Today 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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