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: Are US yields on the move? Grains certainly are.
Saxo Market Call
Summary: Today we look at the choppy comeback in US equities on stimulus headlines, we note the sudden, if small spike in US treasury yields and look at the USD falling back to pivotal levels that, if crossed, suggest we are tilting back toward a USD downtrend. In commodities, the agricultural space demands our attention as grain prices spiked significantly. In equities we look at Rolls Royce, H&M and the Palantir and Asana IPOs. Today with 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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