Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today we look at a nervy US session as stimulus uncertainty remains and on unsettling accusations of US election meddling. In FX, sterling and the yen caught fire yesterday as the US dollar remains weak. For commodities, we look at the longer term outlook and in equities, we talk Tesla and Snap earnings as both companies smashed it out of the park in Q3. Today 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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