Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: In today's episode we discuss the developments in the Middle East and how it is impacting crude oil, and gold given the expected lower policy rate this year and inflation expectations generally trending down, and finally a perspective on the grains sector that had a terrible 2023, with Ole S Hansen and Peter Garnry.
Listen to today’s podcast.
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