Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the US market's ongoing bounce attempt as Europe has been sidelined this week, breakdown Tesla's disappointing Battery Day even, the USD move higher overnight and gold move lower, highlight credit developments in high yield and Italian yields and much more. Today with Althea Spinozzi on fixed income, Ole Hansen on commodities, 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.
Follow Saxo Market Call on your favorite podcast app: