Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today, we look at the vicious volatility in crypto currencies over the weekend and at the start of a new week, a week that has likewise started on a sour note for global equities, possibly due to fresh Covid-19 dread. A discussion today on what equity markets are best positioned for commodity reflation, whether the commodity trade is a bit overbaked in the short run, and a discussion of the US yield breakout as the prime mover across markets. Today's call with Peter Garnry on equities, Ole Hansen on commodities 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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