Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Global equities are increasingly throwing away worries over the delta variant and inflation with the S&P 500 and European equities hitting new all-time highs yesterday and most likely again today. However, valuations are getting stretched and we would not be surprised if equities experienced a mild correction before year-end. In today's podcast we also take a look at agricultural prices with wheat moving higher and yesterday's partially shutdown of one of China's largest ports. Finally, we go through Airbnb earnings and next week's earnings. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.
Listen to today’s podcast and have a look at today’s slide deck.
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