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 the choppy reception of the US March CPI figures and evidence that inflation remains a problem, with the risk that energy prices re-aggravate the inflation story in coming months as oil breaks higher. The US dollar is on its knees and breaking lower - a situation that could extend here. We also look at key stocks to watch, including the great news from luxury giant LVMH and preview the coming attractions for this earnings season set to kick off on Friday. Today's podcast features Peter Garnry on equities and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity