Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Chief Investment Officer
Summary: The US Nasdaq100 index leaped to an all-time high yesterday, with the broader market rather stuck in neutral. Today we have a look at the latest weekly US initial and continuing jobless claims and the June payrolls change and other jobs data after the June ISM survey yesterday suggested that the US manufacturing sector may be looking higher from very depressed levels.
What is our trading focus?
What is going on?
What we are watching next?
Economic Calendar Highlights (times GMT)
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