Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
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Podcast: Caution on seasonality, sentiment. ECB on tap.
Saxo Market Call
Summary: Today we sound a note of caution on seasonality and rather extreme bullish sentiment, even as corporate earnings are performing very well as earnings reports continue to roll in. We also weigh in on the rising tide of anti-trust risks for the megacaps, the ECB today, US treasuries, gold and silver having a go at re-establishing an up-trend, the Bank of Canada surprise yesterday, earnings reports up today and more. On today's pod were Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities, 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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