Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at how global equity markets are priced for perfection, suggesting that any slip-up in the optimistic narrative could lead to considerable new volatility. Also, a look at China's currency trading at new highs overnight, thoughts on sterling post-Brexit, grains, commodity traders' positioning, AirBnB and DoorDash IPO's and more. Today with Peter Garnry on equities, Ole Hansen on commodities 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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