Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Key points:
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Disclaimer: Past performance does not indicate future performance.
Macro:
Equities:
Earnings this week:
Wednesday: Microsoft, Meta, Robinhood, Qualcomm, eBay
Thursday: Apple, Amazon, Block, CVS, Mastercard, Hershey
Friday: Exxon, Chevron
FX:
Commodities:
Fixed income:
For a global look at markets – go to Inspiration.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity