Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we preview tomorrow's FOMC meeting and scratch our heads a bit at what the market is telling us about what it thinks is coming from the Fed, both in terms of the guidance that will be provided tomorrow, but also how it is reading the longer term Fed policy trajectory. A look at key equity stories and much more also on today's pod, which features Peter Garnry on equities, Althea Spinozzi on fixed income 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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