Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at the strong comeback in the US megacap companies yesterday after the brief sell-off inspired by the FOMC minutes on Wednesday. Market breadth is looking less healthy, and while the USD sold off again, the move was not yet convincing for the bears as we await the weekly close as a key status check. The macro outlook, Ant Group, and other specific equity stories on the call. Today with Peter Garnry on equities and John J. Hardy on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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