Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today, we look at what will likely prove a volatile week ahead for financial markets as the monthly US CPI release due tomorrow has sparked tremendous volatility and is up tomorrow, with an FOMC meeting and fresh set of Fed dot plot policy forecasts to follow on Wednesday. Elsewhere, we focus on the odd combination of power prices spiking in Europe even as gas prices ease, discuss low open interest in the commodities market, look at the week ahead in earnings and more. Today's pod features Ole S. Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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