Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at another ugly slide in US stocks as the bubble stocks there were in for another drubbing, with the broader market seeing less damage. We also wonder if a key support zone in Nasdaq 100 will hold, as well as whether this will remain a US-only phenomenon. Thoughts on sterling's slide, crude oil, volatility structure and much more on the call. 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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