Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Global Macro Strategist
Summary: Macro Dragon highlights the wk ahead, checks in on the Coronavirus as well as shares views strategically & tactically.
2020-Feb-10
The Week Ahead…
Quick update & thoughts on the Virus since the Fri check in:
This is a replay segment from Fri’s Macro Dragon – again due to its importance, key part to bear in mind here is what time-horizon are you playing & do your horizons/views match your exposure
Note these were prior to the huge melt-up that we had in wk #6 (Last wk). So question is, does it play out this into next wk… or does the bullish euphoria continue. Is there just too much liquidity in the system, for markets to care about the deflationary hit that China is going to take and/or are markets, just looking through all this as just a hiccup before we get China stimulus?
[From WK 5]
Have a fantastic, gratitude & abundant filled wkd ahead everyone, stay healthy as well as keep your mind open to profitable & abundant opportunities. Life happens for us, not to us.
Namaste,
-KVP
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