Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They discuss the current equity rally and Charu gives her thoughts on what may derail it and ponder over how investors may position to protect their portfolio.
They also discuss JPY, an interesting host of central bank meetings last week and why political risk may be greater in the coming week than economic risk.
Listen to the full episode now or follow Saxo Market Call on your favorite podcast app: