Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we sift through the positive session in US equities yesterday and note the return in full force of Tesla options speculators, who traded staggering volumes of call options yesterday. We also look at whether European equities remain underappreciated as they trade in a very narrow channel, note interesting developments in the JPY, preview the FOMC meeting this evening and more.
Listen to today’s podcast and have a look at today’s slide deck.
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