Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the latest extension of US equities to all-time highs yesterday and look at a number of factors that have us concerned that market sentiment remains stretched on the bullish side. Also a dive into a number of individual equity stories, from FedEx to Vestas and the highly anticipated CoinDesk IPO. Today with Peter Garnry on equities 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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