Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: In today's episode, macro is in focus as Peter Garnry is standing in for Charu Chanana. Søren Otto is the host. Peter and Søren discuss last week's US CPI and ECB meeting and zero in on the Chinese import and export numbers. They also talk about the upcoming EU and UK inflation figures.
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