Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: In today's macro and FX focused podcase, recorded last Friday, we discuss the ongoing strength of USD which is a function of relative weakness in Europe and China, and to what extent the US inflation report on Wednesday will impact the USD trade. China has been in focus a lot lately as its real estate sector is in a deep crisis, but last week a ban of Apple's iPhones brought geopolitics back into focus. We also discuss what China's next potential policy move is to offset the recent weakness and how we should think about the weekend's G20 meeting with China's Xi Jinping not showing up. Finally, we discuss Europe's economy, inflation outlook and the tough decision for ECB on Thursday given the slowing growth and stubborn inflation, with Peter Garnry and Charu Chanana
Listen to today’s podcast
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