Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at a recent massive jump in bullish sentiment in the US and whether this is a contrarian signal, thoughts on why Bitcoin is rising so aggressively, the weak US dollar, big moves in 'beans and coffee, spiking container rates and the string of booby traps Trump is trying to lay ahead of a Biden presidency. Today with 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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