Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the strong equity market narrative versus the alarming lack of market breadth in the US, as the megacap rally continues to diverge from the weaker broader market. The Republican convention gets under way today and on Thursday, we await Fed Chair Powell's presentation of the Fed's comprehensive policy review. A double hurricane hitting the U.S. Gulf coast and agricultural markets also receiving some attention
Listen to today’s podcast and have a look at today’s slide deck.
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