Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the US equity market getting more than a bit frothy again and ponder whether the pace of the gains could be destabilizing as it was for a time after the late August run-up. Also a look at important currency, commodity and equity developments as earnings season is set to get under way in the US in earnest today. On the call today were 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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