Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Chief Macro Strategist
Summary: The week is getting off to a cautious start after a choppy session in the US on Friday and a more distinctly downbeat session in Europe. Looking ahead to the event risks this week, the Wednesday US FOMC meeting stands out as the key event risk, together with prospects for the US stimulus package, and whether the Brexit negotiations are leading anywhere after the two sides decided at the weekend to continue talking.
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