Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we put the rise in US yields in perspective and underline the critical ramifications across all markets if US yields continue higher from here. Also a look at USDCNY/USDCNH, the market's appetite for junk debt since the US election and Covid-19 vaccine hopes, thoughts on gold, oil and much more. Today with Althea Spinozzi on fixed income, 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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