Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: Today, we look at yesterday's interesting US equity session and whether bears might find it a tempting setup for taking a stab at selling, note a CBOE index showing a remarkable interesting in buying far out of the money options and what that could mean, run down the increasingly pivotal oil market after yesterday's OPEC+ meeting, talking energy stock valuation, earnings and European stocks, the latest FX developments and more. On today's pod were 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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