Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the remarkable further extension of the post-US Election global equity rally, led by major Asian markets posting major new cycle highs. A look at the glass-half-full case for equities as well as whether gold traders have cause for pause on real interest rates here, and if China will continue to allow it currency to strength from important levels here. Today with Peter Garnry on equities, 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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