Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we break down last week's remarkable comeback in global equity markets, although one that still leaves many prominent sectors down on the month-to-date. An extra focus on commodities today as the trauma suffered in the markets after the Russian invasion of Ukraine triggered not only tremendous volatility, but a significant reduction in open interest. The US dollar is also at a pivotal spot after last week's action. This and more in today's pod, which features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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