Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Head of Macro Strategy
Summary: The post-FOMC reaction across markets has offered a rather confusing backdrop for currency trades – but today’s JPY move sends the clearest signal of the week that our focus for potential breakouts should be on JPY crosses.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity