Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today, a look at the USD breaking down and bitcoin trying to break up to new all time highs as the US treasury market looks like a cat waiting to pounce as it awaits the passage of President Trump's "Big Beautiful" tax cut and spending bill that is set to cement huge US deficits for years to come. This and more on today's pod, which is hosted by Saxo Head of Global Macro Strategy John J. Hardy.
Note: This is marketing material.
Listen to the full episode now or follow Saxo Market Call on your favorite podcast app:
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity