Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Hurricane Laura in the Gulf of Mexico is set to make landfall tomorrow as a major storm and its track is critical for whether the impact for financial markets is minimal or significant. Elsewhere, treasuries are under pressure ahead of a major Powell speech tomorrow that will almost have to make a significant impact even if the Fed chair delivers the message the consensus expects. Ant Group, Apple, gold and much more on the call
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