Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Global Macro Strategist
Summary: Macro Dragon checks back in on the RBNZ rate decision to leave rates unchanged at 0.25%, which is a big difference from the hikes expectations from just earlier this wk - with the key caveat being the covid-case that has taken NZ to a country wide shutdown.
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Start<>End = Gratitude + Integrity + Vision + Tenacity | Process > Outcome | Sizing > Position.
This is The Way
Namaste,
KVP