Quarterly Outlook
Q4 Outlook for Investors: Diversify like it’s 2025 – don’t fall for déjà vu
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we discuss the quite modest market reaction to the momentous news of Trump's new tariffs announced over the weekend and what to look for next across asset classes, from foreign exchange to equities, commodities and US treasuries. On today's pod are John J. Hardy, Global Head of Macro Strategy and Ole Hansen, Head of Commodity Strategy.
Listen to the full episode now or follow Saxo Market Call on your favorite podcast app:
Link to today's slide deck: