Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the positive mood in the US equity market and the narrative driving that mood around stimulus prospects and whether the market's complacent stance is justified. We also look into the global grain market supply situation as wheat hits five year highs, contrast US and European small cap performance and much more. 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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