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: Can markets regain their calm?
Saxo Market Call
Summary: Today we look at the quiet start to the week for equities after the US managed to avoid any further panic despite the Fed announcing the SLR rule suspension for banks will expire at the end of this month. We also break down the assumptions in Ark investment's $3,000 Tesla call. Elsewhere, commodities are under considerable pressure as the US dollar remains firm even with US treasury yields consolidating lower. That US yield focus is likely to continue this week, with important Treasury auctions on tap. On today's call were Peter Garnry on equities, 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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