Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the strong Friday close in the US, but note that breadth in the US market is remarkably weak. Also, a look at the weakening of conviction on the reflation trade, whether the JPY is set to take the lead in the FX market from the US dollar, gold levels, a preview of the earnings and macro calendar for the week ahead and more.
Listen to today’s podcast and have a look at today’s slide deck.
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