Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we talk Trump's return to the White House and the interesting Regeneron therapy he received, but spend most of our time dissecting the significant spike in US yields yesterday and the implications if long yields continue to rise. 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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