Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the market trying to breathe a sigh of relief, but with concerns lingering, not only on the risk of another round of bank turmoil as the weakest links may be in commercial real estate and real estate exposures, but also on the likelihood that this latest crisis has brought the recession forward via an incoming credit crunch. We delve into earnings for the week ahead, commodities positioning and precious metals, FX themes and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
Follow Saxo Market Call on your favorite podcast app: