Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the week ahead as the earnings calendar remains busy, especially for interesting Chinese names. We also look at the potential impact of the ongoing delta variant surge and its impact, especially heavy on US sentiment as seen in Friday's preliminary University of Michigan sentiment reading. A preview of the RBNZ decision this week and a fairly busy macro calendar for the week and much more on the pod. Today's pod features 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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