Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at whether investors have anything left to express in global markets for the balance of this calendar year after the traumatic experience for portfolios that 2022 has delivered. We delve into the latest on Tesla as its stock price continues to crater, we check in on FX positioning and special impacts on the US dollar from debt ceiling shenanigans that are afoot once again head of the new Congress set to take charge in two weeks time, look at precious metals technicals, stocks to watch this week and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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