Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the continuing wild ride for global markets as commodities price movements have become so extreme that things are beginning to break in places - especially in the Nickel market, where a short squeeze triggered a shutdown as we were recording the podcast. We also looked at the live market reaction while recording to news of a massive new joint EU debt issuance that drove a sharp sentiment shift this morning in Europe. A dive into energy themes, wheat, Russian default risks, US treasuries and more on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities, Althea Spinozzi on fixed income 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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