Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: In this episode, Head of equity strategy, Peter Garnry looks back at an action-packed earnings week and concludes the general vibe of it. Looking ahead to the coming week, there will be less earnings, but a host of important macro figures, which are bound to come back in to investors' focus as they judge if we are heading for recession, when rate cuts are happening and whether we will have a soft landing.
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