Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the divergence between choppy action in some of the megacap stocks relative to a risk-on surge in the broader market yesterday, one that finally got Europe on board. We also look at key commodities stories and a scramble of Dow components as Apple's representation in the index is set to drop 75% when the stock splits. The "K-shaped recovery", oil, grains and more on the call as well.
Listen to today’s podcast and have a look at today’s slide deck.
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