Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Chief Investment Officer
Summary: The US equity market rallied steeply after posting new local lows yesterday and has followed through in overnight trading on no readily identifiable catalyst. The USD and JPY were sharply lower in sympathy with the move as we look ahead to testimony today before a Senate panel from Fed Chair Powell.
What is our trading focus?
What is going on?
What we are watching next?
Economic Calendar Highlights (times GMT)
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