Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we try to sort through the market's condition after the trauma of late last week and ponder the implications of the FT's story on Softbank and its heavy new involvement in speculating in US tech names. Also a look at interesting moves on Friday in treasuries, crude oil's sudden weakness, key event risks for the week ahead 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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