Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Equities headed back new highs with gains largely driven by Federal Reserve policy expectations. Speculative growth stocks are seeing a general price resurgence and in Asia the rotation into Chinese tech stocks continues following some solid earnings. Precious and Industrial metals experienced broad gains and new highs.
US CPI done, what’s the next data bite to drive the narrative? - Putting a September rate cut back in play
Explore which themes are currently best performers. - Speculative stocks comeback
Tactical trades on high dividend and technology names. - China/Hong Kong Market Pulse
The latest on the Gold and Silver rally. - Examples of Silver ETFs and mining companies
The week’s agenda includes economic activity readings in Europe as well as inflation prints in the UK, Canada and Japan. Policy decisions in New Zealand, Indonesia, South Korea are also due, while Nvidia Corp. is set to report earnings on Wednesday after the bell.