Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we look at yesterday's FOMC meeting and whether it is the cause of the market's sudden sell-off, delve into US economic data both strong and weak, discuss portfolio risks as treasuries are going nowhere, look at the resurgent JPY, the zany Snowflake IPO price action and more. Today with Peter Garnry on equities 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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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity