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 broad US equity market stumbled rather badly relative to intraday highs yesterday, although the Nasdaq 100 hung on for a slight gain yesterday, and global markets were rather mixed to indifferent on the day. Markets should remain nervous through the FOMC meeting tomorrow evening, where the Fed is expected to continue providing maximum accommodation.
What is our trading focus?
What is going on?
What we are watching next?
Economic Calendar Highlights for today (times GMT)
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity