Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: In today’s episode Charu Chanana, macro expert and Head of FX strategy. She discusses how the debate about the US economy has gone from expecting recession to now looking at a so-called “no-landing” scenario.
She also touches on the US dollar, US equities as well as Chinese and Japanese performance.
Listen to the episode now or follow Saxo Market Call on your favorite podcast app: