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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Melt up scenario versus perilous concentration
Saxo Market Call
Summary: Today we discuss whether the massive concentration in the US equity market is a bug or a feature, noting that market breadth is the worst ever at a major new market high by at least one measure. Elsewhere, we break down the commodity performance for the first half of the year, talk gold's comeback from key support, the lay of the land in currencies, Apple's rally, Tesla dump late yesterday on a new Musk-Trump exchange and much more. Today's pod features Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy.
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