Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today, we take a crack at breaking down the market action of the last few days and especially why the most-shorted-stock basket is negatively correlated with the broader market, while also making the case that a fading away of the short squeeze phenomenon may not necessarily lead to quieter markets again. Also, a look at USDJPY's odd behavior, the speculative attack on silver positions yesterday and much more. Today's call 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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