Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at rising US yields and the important implications, run down the weakening US dollar and the pronounced Chinese yuan strength. A look as well at the weak Netflix earnings report, the anti-trust suit against Alphabet, higher copper prices and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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