Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Equities are mostly positive today following a strong session in Asia after Trump issued executive orders over the weekend providing unemployed Americans with special unemployment benefits. We talk about real yields and how they are driving everything across equities and gold. We also talk about the ongoing recovery despite rising new cases of COVID-19 and the outlook for oil
Listen to today’s podcast and have a look at today’s slide deck.
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