Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the market continuing to hold its breath, likely in anticipation of today's US March CPI release, where a strong directional surprise could unleash the latest round of zany intraday volatility on 0DTE (zero-day-to-expiry) S&P 500 options. We also discuss the compelling Japanese equity market, crude oil breakout potential, softs on the move and precious metals on fire and much more. Today's podcast features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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