Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at US equities pulling to new highs for the cycle, while volatility indicators continue to signal a reluctance to wax too complacent. Europe also posted a solid comeback yesterday after recent weakness. We also look at enormous price hop in Natural Gas yesterday in the US and possible takeaways of interest for future inflation, take status of the US dollar, check in on the strength of various equity themes and much more.
Listen to today’s podcast and have a look at today’s slide deck.
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